In general, if you have an existing 401(k) plan that is a one-participant plan, you may have to file Form 5500EZ. A one-participant plan is defined as follows:
Analyzing the rate of return for debt-leveraged property within an IRA can be complicated, especially if you are unable to calculate the expense of UBIT for the investment. This service is useful for investors who are anticipating the purchase of debt-leveraged property, but are unsure of how to optimize the rate of return. Factors such as debt pay down, LTV, cap rate, and mortgage interest can complicate the calculation further. IRS Tax Services can help.
IRA Tax Services provides consultation and filings related to tax-deferred 1031 exchanges within IRAs when UBIT from the sale of the asset occurs. This strategy has historically remained relatively unknown in the IRA industry, and has not been fully utilized by IRA investors. UBIT may be deferred or, in the case of the asset being debt free for the year, completely eliminated.
We provide the following additional services: