Understanding The UDFI Exception for Solo 401(k) Real Estate Investors
The Solo 401(k) plan has a UDFI exception, which is an attractive tax benefit for self-directed retirement real estate investors
How UDFI is Calculated on Debt-Financed Asset Sale
When a debt-financed asset is sold, a special rule applies for the purpose of calculating the taxable gain and determining UDFI.
Unrelated Debt-Financed Income – UDFI
Solo 401(k) and UDFI Tax Many clients who have the Solo 401(k) plan often ask us if they will become subject to the UDFI tax. No, UDFI does not apply to 401(k) plans. Unlike a Self Directed IRA, when a Solo 401(k) plan uses a non-recourse loan to purchase real estate that is leveraged, it […]
