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How Unrelated Investment Income May Lead to UBIT

Did you know that a limited liability company (LLC), limited partnership (LP), or certain real estate-related investment assets could generate unrelated business taxable income (UBTI) and/or unrelated debt-financed income (UDFI)?  When this occurs, UBTI or UDFI will likely subject your account to unrelated business income tax (UBIT). Have you factored in how UBIT could affect […]

Tax Day 2019 and How It Could Affect IRA Contributions

We’re about a month away from Tax Day 2019 (April 15). While many have already completed their tax returns, others will do so within the next month. Either way, it’s important to know how Tax Day could impact your Individual Retirement Account (IRA) savings. So, with Tax Day 2019 right around the corner, how could […]

6 Potential Legislative Changes to Retirement Plans

Even though one house of Congress is under different leadership, 2019 may continue the recent focus on retirement savings-related legislation. A major bill, the Retirement Enhancement and Savings Act (RESA) of 2019, would cause many of the changes. However, other potential legislative changes may impact the average retirement investor and employers just as much. So, […]

Do You Have an Excess Contribution in Your IRA?

Many retirement investors maximize their IRA contributions up to the limit each and every year. The reality for these individuals is leaving no gaps in their retirement savings and positioning themselves for a greater retirement. It should be every saver’s intention to contribute up to the maximum limit to put themselves in the best financial […]

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