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AVOIDING A PROHIBITED TRANSACTION
FOR YOUR SELF-DIRECTED IRA

Self-directed IRAs give investors greater freedom to pursue tax-advantaged strategies for building wealth. Instead of the limited menu of stocks and bonds mutual funds and money market funds for most traditional retirement accounts, self-directed IRAs enable investors to expand their portfolio to include precious metals, real estate, private placements and other alternative assets.

However, even the considerably wider latitude of self-directed IRAs has its limits. The Internal Revenue Service (IRS) categorizes certain investments as prohibited transactions, and the consequences for these improper investments can be severe, including losing IRA status and thus being required to pay taxes on the account, plus penalties for the prohibited transaction.

It’s critical for investors in self-directed IRAs, especially IRA LLCs, to understand what constitutes a prohibited transaction so they can protect themselves and their assets.

We’re Exhibiting!

NAPFA Fall Conference 2018
October 15 – 18
The Philadelphia 201 Hotel
Philadelphia, PA

Our Next Webinar…​​​​​​​
Smart Retirement Planning
October 23rd at 1:00pm ET


USE CODE FALL2018 ON YOUR
APPLICATION TO EARN A $50
CREDIT WHEN YOU OPEN AND FUND A
NEW ACCOUNT!

*Credit applies to new accounts only. If accounts are not funded within 90 days of application submission, the credit will expire. Applications must be submitted with all required forms, as per our new account checklist. Please contact your account representative to review your forms and ensure that they are completed according to our requirements. Failure to do so may result in a delay in your account being opened, and loss of credit to your account. Offer expires 11/16/2018. Applications received after this date will not be eligible for the credit.