Partnering btwn SD-IRA and your Cash in Equity Trust?

[Casey Rolland]

I went to a seminar held by Equity Trust yesterday which was very comprehensive and I picked up some New Info about buying a property with money combined btwn your SD-IRA & your Cash. I have traditional IRA in Equity Trust since 2016, and mostly it has been doing well (there were some glitches I had to figure out...). Have anyone done this type of deal? Can you please share how well it went vs. any pitfalls to avoid?

[Brian Eastman]

@Casey Rolland

They don't "know".  There is no black and white yes/no on this topic from the tax code or case law.  

They are big because they are good at marketing.  They are selling an interpretation.  They have zero liability if you make a mistake, and they cover their backsides with good disclaimers and assertions that you should consult with your own attorney.