In order to keep the tax-advantaged status of your Checkbook IRA, you must follow the rules that the IRS has set in place. Learn about IRS tax tips, prohibited transactions, UBIT (Unrelated Business Income Tax), UDFI (Unrelated Debt Financed Income), and more so you can have a smooth journey to retirement.
One Paragon Drive
Montvale, NJ 07645
Phone: (800) 395-5200
Mondays – Thursdays: 8:00 am – 6:00 pm EST
Fridays – 10:00 am – 2:00 pm EST