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Updated about 6 years ago on . Most recent reply presented by

User Stats

38
Posts
9
Votes
Karen Polis
  • King Of Prussia, PA
9
Votes |
38
Posts

SDIRA compliance with Pub 590. Need a consultation

Karen Polis
  • King Of Prussia, PA
Posted

I am looking to put together a (non real-estate) deal through my Self-Directed IRA and I need to make sure that it complies with IRS Publication 590 (no self-dealing, etc). I would like to consult with either an Attorney, CPA, or Financial Advisor but I can't seem to find anyone familiar enough with Pub 590 and self-directed.


Can anyone point me in the right direction?


Thank you,
Karen

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