Direct answer
Yes — because most evergreen funds issue 1099s and don't generate UBTI, they are highly compatible with self-directed IRAs, Roth IRAs, and Solo 401(k)s, letting high-earning professionals shelter private credit income from annual taxes.
Yes. Because most of these funds issue 1099s and do not generate Unrelated Business Taxable Income (UBTI), they are highly compatible with self-directed traditional IRAs, Roth IRAs, and Solo 401(k)s. This allows high-earning medical professionals to shelter high-yield private credit income from annual taxes.
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