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Updated over 1 year ago on . Most recent reply

Keith Groshans's profile image
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Keith Groshans
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Keith Groshans's profile image
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Keith Groshans
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  • Member since Oct 16, 2022
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Keith Groshans
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3
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Tax Liens & Mortgage Notes

Is LLC necessary or recommended for note investing in SDIRA?

Keith Groshans
  • Investor
Posted

I am new to the note investing space and am interested in investing in performing loans or debt funds with an SDIRA. I understand that outside an IRA an LLC is typically recommended for note investing. Does this recommendation hold for investing in notes with SDIRA? If SDIRA LLC is recommended, should I be concerned about UBIT or would this only potentially apply if I invest in a leveraged fund?

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Keith Groshans
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Keith Groshans
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Keith Groshans
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Keith Groshans
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Replied

Thanks @Doug Smith and @Chris Seveney for taking the time to provide some clarity for me.

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