Self-Directed IRA Prohibited Transaction Rules

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In this episode, Mat Sorensen and Mark J. Kohler break down one of the most important rules in self-directed investing: prohibited transactions.

Self-directed IRAs provide significant investment flexibility, but that flexibility comes with responsibility. Understanding and adhering to these rules is essential to protecting your retirement account from disqualification, avoiding unnecessary taxes and penalties, and properly executing alternative investment strategies.

If you’re investing your retirement account into real estate, private deals, or other alternative assets, this is a foundational episode you should not overlook.

For educational purposes only. Consult your own legal, tax, or financial advisors regarding your specific situation.

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Other:
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