16 min

Episode 61 - UBIT, UDFI, and Retirement Accounts with Joel Landon Wealth Renegade

    • Investing

Out of the five popular types of retirement accounts, which is optimized for your investment strategy? Joel Landon explains the impacts of UBIT, UDFI, and your investment choices on the qualified plan you choose. A personal note: Joel explains in 15 minutes what it has taken Robby two years to compile and understand. If you use retirement accounts, this is for you. Follow Joel at https://eqrp.com/  
 
Highlights
Joel’s motivations for joining EQRP Introduction to Unrelated Business Income Tax (UBIT) and how it applies to different retirement plans What UBIT and Unrelated Debt Financed Income (UDFI) are How EQRP plans are exempt from UBIT when investing in debt-financed real estate UDFI and its relation to EQRP and other retirement plans Personal loan and contribution features of EQRPs The personal loan feature and how EQRP takes care of all the loan details The contribution feature of EQRPs and its comparison with other retirement accounts Flexibility of EQRP plans When EQRP plans may be subject to UBIT.    
Episode Resources
Connect with Robby Butler www.wealthrenegadepodcast.com www.prosperityeconomics.org Robinson465@hotmail.com TheRentButler@gmail.com Connect with Joel Landon joel@eqrp.com https://eqrp.com/ https://www.linkedin.com/in/joel-landon   
Review, Subscribe and Share
If you like what you hear please leave a review by clicking here
Make sure you’re subscribed to the podcast so you get the latest episodes.
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Out of the five popular types of retirement accounts, which is optimized for your investment strategy? Joel Landon explains the impacts of UBIT, UDFI, and your investment choices on the qualified plan you choose. A personal note: Joel explains in 15 minutes what it has taken Robby two years to compile and understand. If you use retirement accounts, this is for you. Follow Joel at https://eqrp.com/  
 
Highlights
Joel’s motivations for joining EQRP Introduction to Unrelated Business Income Tax (UBIT) and how it applies to different retirement plans What UBIT and Unrelated Debt Financed Income (UDFI) are How EQRP plans are exempt from UBIT when investing in debt-financed real estate UDFI and its relation to EQRP and other retirement plans Personal loan and contribution features of EQRPs The personal loan feature and how EQRP takes care of all the loan details The contribution feature of EQRPs and its comparison with other retirement accounts Flexibility of EQRP plans When EQRP plans may be subject to UBIT.    
Episode Resources
Connect with Robby Butler www.wealthrenegadepodcast.com www.prosperityeconomics.org Robinson465@hotmail.com TheRentButler@gmail.com Connect with Joel Landon joel@eqrp.com https://eqrp.com/ https://www.linkedin.com/in/joel-landon   
Review, Subscribe and Share
If you like what you hear please leave a review by clicking here
Make sure you’re subscribed to the podcast so you get the latest episodes.
Click here to subscribe with Apple Podcasts Click here to subscribe with Spotify Click here to subscribe with Deezer

16 min