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Can You Invest in an S Corporation with a Self-Directed IRA?

In general, under the “S” Corporation rules, an IRA is not permitted to be an “S” Corporation shareholder. In order to be considered an “S” corporation, shareholders must be U.S. citizens or residents and must be natural persons, so corporate shareholders, partnerships, and multi-member LLCs are excluded. The IRS has ruled in a Revenue Ruling that an IRA is not a qualified shareholder for “S” Corporation purposes.

Please contact one of our Self Directed IRA Experts at 800-472-0646 for more information.

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Posted in IRA Category, Self-Directed IRA