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.

Link iranonpublic1

About Us

Benefits Forward is a news site for professionals in the field of employee benefits. Our goal is to provide the latest information about the benefits field and to host a community discussion regarding related issues.

Seminars, Conferences & Other Events

  • Sorry, there are no articles in this category.

Need Help Correcting Plan Errors?

Contact us for either consultation on how you can Self Correct or to propose cost effective correction methods using VCP. Or contact us to submit under VCP on your behalf or on behalf of your client. Contact us by email.