Peer-to-Peer Loans with a Self Directed IRA or Solo 401K Plan

June 16th, 2011

The use of a Self Directed IRA or Solo 401K Plan to engage in peer-to-peer lending transactions is a very attractive tax efficient structure since all interest will flow back to the Self Directed IRA or Solo 401K Plan tax-free

Rollins v. Commissioner & The Self Directed IRA Structure

May 11th, 2011

The Tax Court held the loans to be a “self dealing” since Mr. Rollins couldn’t prove the loans were not a use of plan assets for his own benefit

Solo 401K