compliance

Prohibited Transactions Guide Book – 50 Free Copies

I've written a comprehensive guide book on prohibited transactions. These will be available for sale soon for $39 + $5 shipping. I'm making 50 copies available completely free of charge on a first come first serve basis. If you'd like one of these 50 free copies, please email your name & … [Read more...] about Prohibited Transactions Guide Book – 50 Free Copies

What's so special about the IRA LLC?

Ahhh... the single most mis-answered question in the self directed IRA world: Customer: I've noticed it costs more to setup an IRA LLC than it does a general purpose LLC. What's so special about the IRA LLC? LLC Facilitator: The Operating Agreement has special language. Putting together an IRA LLC … [Read more...] about What's so special about the IRA LLC?

What is the Plan Asset Rule?

The plan asset rule, among other things, is used to determine whether or not a retirement plan is involved in a prohibited transaction. A PT happens when a plan enters into a transaction with a disqualified person. In our previous post, we covered how to make a list of disqualified persons for a … [Read more...] about What is the Plan Asset Rule?