Mark Beekman
Prohibited Transaction???
I have a self-directed Solo 401k and I was thinking about making a passive investment with a tax-exempt charity. The thing is my father is the chairman of the charity, so I'm not sure if this would be considered a pro...
David Frol
Prohibited Transaction?
My Roth IRA owns less than 10% interest in an LLC that invests in commercial real estate. One of the projects of the LLC is now completed and we are ready to list it. Can I be the listing agent for this transaction si...
Steve K
SDIRA - Prohibited Party
Has anyone found a way to keep the IRS happy with prohibited transactions when it comes to direct lineal family, or is this a dead in the water issue?
Given the state of the market we're adding more spec buil...
Matthew Will
Self Dealing Prohibition
If I invest as a LP in a PE Fund, in which I am a minority partner (less than 5%) and my son ends up working for the GP at some later date as an entry level analyst, does the investment become prohibited? If yes, how ...
Robert Lenfestey
Prohibit Unrelated Adults
Hi, I recently had 2 roommates move into one of my SFRs. This was their first place after college and they treated it like a frat house. It was awful. I would like to prevent this situation by prohibiting unrelate...
Patricia Gammage
Prohibited Transactions - SDIRA
Need your input for planning purposes - thanks much in advance.
My son and his business partner formed a partnership. My son owns a 49% interest in a partnership and his business partner owns a 51% interest of the p...
Ron P.
SDIRA Prohibited Transaction
Is it considered a prohibited transaction to sell a note held by my IRA to my ex?
Kathryn Knoblauch
Prohibited Transaction Question
Hello All,I am considering a purchasing a property using my SD 401K and would like to use my daughter, who just passed her real estate salesperson's license to represent my 401K so she can earn a commission. She is a ...
Matthew Will
Prohibited Transactions Advice
One of my IRAs is housed at a traditional broker and is invested in a Private Equity Fund. This was before I knew of self directed IRAs. I now have established a Checkbook IRA (SDIRA LLC) which owns shares of a diffe...
Justin Silverio
Bandit Signs Prohibited??
I just called the town hall of the city I was going to place bandit signs in and they informed me that any type of bandit sign is prohibited. I checked the zoning ordinance as well and it looks like its a no go.
Any...