WEDNESDAY, MARCH 25TH AT 12:00 PM EST
Mastering UBIT: Legal Strategies to Optimize Your Retirement Plan
Keith Blackborg is a CPA and wealth strategist who helps business owners become "work optional" in three to five years and builds virtual family offices for self-directed millionaires. In this presentation he lays out retirement plan strategies to invest alongside family using discounted rollovers, ROBS, and practical entity structures. He explains account and entity combinations for family members and the types of investments these structures can hold, including rentals, hard-money loans, stocks, bonds, and K-1 income. He also covers tax-focused tactics for managing UBIT and related filing issues, including using a C-corporation UBIT blocker and LLC holding structures to manage ownership and distribution tax impacts.
The Invisible Line Between Tax-Free and Taxable:
Uncover the subtle forces that can quietly shift your retirement investments from sheltered to exposed, and why recognizing these hidden boundaries is crucial for your financial journey.
The Art of Navigating Exemptions:
Step into a world of complex rules and elusive exceptions, where a single move can redefine your financial future and open doors to greater freedom.
Outsmarting the Tax Trap:
Explore creative strategies that transform obstacles into opportunities, revealing how a shift in perspective can help you keep more of what you’ve earned.
Our Speaker - Keith Blackborg
Keith is a CPA and wealth strategist who has helped hundreds of business owners reach “work optional” in 3-5 years and, when build a virtual family office. He guides a community of self-directed millionaires, with a purpose. His other company, Financial Journey, helps members grow wealth faster, pay less taxes, and enjoy the journey.
Keith, along with a community-based due diligence council, helps identify investments and service providers that support this discounted rollover strategy.
American IRA, LLC, a South Dakota limited liability company, serves as a Third Party Administrator on behalf of the Custodian, New Vision Trust Company, a state chartered South Dakota Trust Company. As a Self-Directed IRA administrator we are a neutral third party. We do not make any recommendations to any person or entity associated with investments of any type (including financial representatives, investment promoters or companies, or employees, agents or representatives associated with these firms). We are not responsible for and are not bound by any statements, representations, warranties or agreements made by any such person or entity and do not provide any recommendation on the quality, profitability or reputability of any investment, individual or company. The terms "we" and "us" refer to American IRA, with an office located in Sioux Falls, SD.