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Updated almost 9 years ago, 03/11/2016

User Stats

133
Posts
83
Votes
Ken Badziak
  • Miami Lakes, FL
83
Votes |
133
Posts

Paying for legal advice when using an IRA

Ken Badziak
  • Miami Lakes, FL
Posted

I'm looking to enter a JV using funds in my SDIRA. I want an attorney to look over all the documents.

Does this attorney need to be paid with funds pulled from the IRA, or can I just pay him myself?

User Stats

332
Posts
107
Votes
Loren Whitney
  • Investor
  • North Idaho
107
Votes |
332
Posts
Loren Whitney
  • Investor
  • North Idaho
Replied

Generally speaking, you are allowed to pay out of pocket if the expenses are associated with plan administration itself. If the legal services are related to an investment, the plan assets should be used to pay for the expense. 

User Stats

133
Posts
83
Votes
Ken Badziak
  • Miami Lakes, FL
83
Votes |
133
Posts
Ken Badziak
  • Miami Lakes, FL
Replied

Loren, that's what I thought. Thanks!

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