Empower Your Investment Strategy: Understanding the Tax Requirements for Your Self-Directed IRA

The free ebook walks you through all of your end-of-year tax requirements, including Form 5498, UBIT, and more!

Yes, self-directed IRAs do have regulations, but you’ll find they’re surprisingly straightforward to manage when tax season rolls around. 

With your custodian taking care of Form 5498, you can breathe easy knowing you’re spared the hassle of an additional tax form for your IRA.

However, if you own real estate in your SDIRA, have debt-financed income, or operate a SIMPLE IRA, you may need to consider some additional things.

This ebook will walk you through all of the tax-time reporting requirements between you and your custodian, including:

  • Form 5498
  • How to report the Fair Market Value of your assets
  • Handling and avoiding UBIT
  • Tax considerations for checkbook LLCs

Plus, we’ll list every form you may be responsible for if you own an SDIRA and make special investments. 

Fill out the form to reserve your copy today!

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