Assessing whether a Self-Directed IRA Can Be Invested in a Related Investment

What issues must be addressed when evaluating whether a self-directed IRA can be invested in an investment in which the IRA owner has an interest either individually or as a result of a relationship with a relative or employer.

Document Excerpt


Anyone who deals with IRAs, either as an attorney, financial advisor or in some other capacity, has likely been confronted with the question as to whether larger, self-directed IRAs can be legally invested in certain non-publicly-traded non-traditional investment options. Often the proposed investment involves relatives of the IRA owner or a company with which the IRA owner otherwise maintains a relationship, for example, as an employee, owner or board member.

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