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Tax, SDIRAs & Cost Segregation

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Thomas Richter
  • Los Angeles, CA
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How to sue a self-directed IRA?

Thomas Richter
  • Los Angeles, CA
Posted Oct 15 2015, 16:32

Hi all,

wondering if anyone can shed light on how to sue a self-directed IRA properly? We were in a purchase contract for a property titled in a self-directed IRA.

We canceled but the "owner" (beneficiary of the IRA) refused to release the deposit.

The beneficiary signed the agreement, but later on signed in the name of the custodian (which he was not authorized to do). 

Do we sue the beneficiary? The IRA? The custodian?

Anyone?

Thanks

Thomas

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