Compliance, Prohibited Transactions, Self-Directed IRA Fundamentals
The List Looks Simple Until the Math Gets Involved Ask most investors who counts as a disqualified person, and they’ll get the basics right: yourself, your spouse, your kids. What trips people up isn’t the simple list. It’s the entity ownership...
Compliance, Prohibited Transactions
IRA Prohibited Transactions: The One Rule That Can End an IRA Overnight Back in 2001, a guy named Darrell Fleck spotted a good deal: a fire-protection and alarm company that looked ripe for the picking. He wanted a partner, so he brought in Lawrence Peek, an attorney...
