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Found 3 results

  1. Say an individual's self-directed IRA owns a business, and the individual is curious which (if any) services he can provide to the business (ex. offer consulting services). Question is, does this run afoul of the prohibited transaction rules? I'm thinking yes, with respect to Code Sec. 4975(c)(1)(C) - because it would involve a disqualified person furnishing services to a plan asset (akin to the individual being prohibited from providing free labor/repairs to an investment property owned by the self directed IRS). Curious if others agree, or have other thoughts.
  2. Leaving aside issues about the wisdom, legality, or tax effect of an IRA that is "self-directed" to invest in real property or other unusual investments, which trust companies would you suggest (or avoid mentioning) to someone who has decided on this form and kind of investment?
  3. I am doing some research and would appreciate some guidance. Summary Two IRA owners want their management company to be owned by their IRAs. This is a construction management company, and the construction loan requires a personal guarantee. This loan will eventually rollover into a nonrecourse loan. Generally, an IRA owner cannot guarantee his IRA’s debt. Question: Is there any exception or provision that would allow the investment, without resulting in a prohibited transaction.
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