Self Directed IRA Investments

[Adam Pakes]

This question is specific to all Self-Directed IRA investors. What types of assets do you hold in your portfolio?

[Brian Eastman]

@Chris Schlechta & @Dennis Tierney

Your IRA lending to a LLC where you are a member would be a prohibited self-dealing transaction. The LLC itself is not a disqualified party if the IRA account holder owns less than 50% and does not hold a management/directorial role. However, you as the IRA account holder are an equity participant in the LLC, and the LLC and you both benefit from the loan made by your IRA. There can be no direct or indirect benefit between and IRA and a disqualified person.