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Updated over 5 years ago on . Most recent reply

Thomas Christian's profile image
Thomas Christian's profile image
Thomas Christian
  • Architect
  • from Escondido, CA
  • Member since Jun 12, 2017
  • Posts 5
  • Votes 4
  • Experience 43 Yrs
  • Investments 2
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Thomas Christian's profile image
Thomas Christian's profile image
Thomas Christian
  • Architect
  • from Escondido, CA
  • Member since Jun 12, 2017
  • Posts 5
  • Votes 4
  • Experience 43 Yrs
  • Investments 2
Connect
Thomas Christian
  • Architect
  • Escondido, CA
4
Votes |
5
Posts
Tax, SDIRAs & Cost Segregation

Partnering on a deal with a self-directed IRA

Thomas Christian
  • Architect
  • Escondido, CA
Posted

This is a hypothetical question right now, but if I were to set up a SDIRA could I make the SDIRA trust a partner in any personal real estate deals I pursue without running afoul of IRS rules regarding personal benefit?  It seems that as long as I am not personally using the investment properties and that whatever principal and pro rata share of profits from the deals went into the SDIRA trust that it would be OK.  Any thoughts?

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Amy Webber's profile image
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Amy Webber
  • Investor
  • from Simpsonville, South Carolina
  • Member since May 29, 2016
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Amy Webber's profile image
Amy Webber's profile image
Amy Webber
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  • from Simpsonville, South Carolina
  • Member since May 29, 2016
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Amy Webber
  • Investor
  • Simpsonville, SC
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Amy Webber
  • Investor
  • Simpsonville, SC
Replied

This might be a question you want to take to a CPA.  Free advice from unlicensed people on a forum doesn't hold up in Federal Tax Court.

  • Amy Webber
    • 1 Vote
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