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Updated over 6 years ago,

User Stats

35
Posts
17
Votes
Ron Burmeister
  • Florence, KY
17
Votes |
35
Posts

ROBS 401K vs. SDIRA and Self Dealing & Prohibited Transactions

Ron Burmeister
  • Florence, KY
Posted

I am currently using both a ROBS 401K and SDIRA to invest in real estate.  I use the ROBS primarily for Fix & Flips and the SDIRA for Private Lending and Buy and Holds.

There is a lot of discussion concerning self dealing and prohibited transactions with a SDIRA and I believe I have a good understanding of them.  However, there is not much discussion about self dealing and prohibited transactions when it comes to the ROBS 401K.  

My basic question is; Are there any self dealing or prohibited transactions issues with a ROBS 401K?  If so, what are they and where is the guidance located?

Can I personally (not my SDIRA) loan money to my ROBS 401K C-Corp?

Thanks in advance for your comments.

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