Retirement Topics Prohibited Transactions

March 16th, 2012

One of the most discussed retirement topics involving the use of retirement funds to make investments is the Self directed iRA prohibited transaction rules. The self-directed IRA prohibited transaction rules are outlined in Internal Revenue Code Section 408 and 4975. The IRS and the Internal Revenue Code do not describe what a Self Directed IRA [...]

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Self-Directed IRA Rules

March 16th, 2012

When it comes to making an investment with self directed IRA funds, it is important to have a good grasp of the self directed IRA rules as well as the prohibited transaction rules as outlined in Internal Revenue Code Section 4975. The IRS and the Internal Revenue Code do not describe what a Self Directed [...]

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The Self Directed IRA Structure – An In-depth Analysis

December 1st, 2011

When establishing an IRS compliant self directed IRA LLC it is important work with a tax professional who has experience in navigating the tax and ERISA rules regarding using retirement funds to make investments.

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Real Estate IRA Rules

September 14th, 2011

In general, the IRS does not specifically identify what a real estate IRA can invest in, only what it cannot invest in

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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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Understanding the Self Directed IRA Rules

August 14th, 2011

To begin with, with respect to a discussion on the self directed IRA rules, a transaction involving IRA funds IRA transaction should not involve a “disqualified person”.

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IRA Prohibited Transaction – What You need to Know?

August 10th, 2011

The prohibited transaction rules are extremely broad and the penalties extremely harsh. Therefore, it is crucial that a tax professional be consulted prior to making an investment using IRA funds.

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IRA Prohibited Transactions – an Overview

July 28th, 2011

Although the IRA prohibited transaction rules are quite limited, it’s important to seek the assistance of a tax professional before making an investment, such as real estate

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