American IRA will be hosting Keith Blackborg, CPA and wealth strategist, for a webinar on understanding Unrelated Business Income Tax (UBIT) and Unrelated Debt-Financed Income (UDFI) and how these rules can impact retirement investments. Keith helps business owners become “work optional” in 3–5 years and leads a community of self-directed millionaires through his firm, Financial Journey.
The discussion explains how otherwise tax-exempt investments can become taxable, highlights key exemptions such as the 401(k) UDFI exception, and reviews common triggers, calculations, and filing requirements. Attendees will also learn practical structuring strategies using 401(k) protections, Roth accounts, and corporate entities to reduce UBIT exposure, stay compliant, and protect long-term wealth.
What You’ll Learn
- The Hidden Line: How tax-free investments can unexpectedly become taxable—and how to spot the risks.
- Mastering Exemptions: Understanding key rules and exceptions that protect your retirement funds.
- Beating the Tax Trap: Smart structuring strategies to minimize UBIT and keep more of your returns.
Register to Access:
- Early Access Recording.
- A First Look at What’s in The Works.
- Get Expert Answers.
Save the Date: March 25th at 12:00 PM ET