Tag Archives: ira

See the Investment Potential of IRAs

Read the full Originate Report October edition here. Most people in the U.S. are unaware that tax-advantaged accounts, like Traditional or Roth IRAs or old 401(k)s, can invest in “alternative” assets such as private loans. However, the IRS actually does allow “self-directed” accounts to invest in Private Lending investments, real estate, private placements, gold, and much […]

UBTI and Mortgage Debt Funds

Read the full Originate Report October edition here. According to Investopedia, Unrelated Business Taxable Income [UBTI] is income regularly generated by a tax-exempt entity by means of taxable activities. This income is not related to the main function of the entity and prevents or limits tax-exempt entities from engaging in businesses that are unrelated to their […]