The IRS Prohibited Transaction Rules

April 26th, 2012

When investing retirement funds, the IRS has established a number of rules that must be considered. The IRS and the Internal Revenue Code do not describe what a Self Directed IRA can invest in, only what it cannot invest in. Internal Revenue Code Sections 408 & 4975 prohibits disqualified persons from engaging in certain type […]

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IRA Checkbook Control – What You Need to Know?

August 17th, 2011

When establishing an IRA Checkbook Control solution it is vital that you work with tax professionals who have expertise in the tax and ERISA area.

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Internal Revenue Code Section 4975 – Impact on The Self Directed IRA

August 14th, 2011

When it comes to understanding the Internal Revenue Code 4975 prohibited transaction rules, one must first understand the intent of the IRS when it first developed the Self Directed IRA prohibited transaction rules.

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