A self-directed IRA allows you to have more investment options and flexibility, compared to many other retirement accounts. However, it is very important to avoid prohibited transactions in order to observe to IRS rules and keep your account in good standing. A prohibited transaction can bring into question the tax-deferred status of your account, potentially resulting in the disqualification of your self-directed IRA, which includes severe tax consequences. Watch this webinar with John Paul Ruiz, Director of Professional Development at The Entrust Group to learn what transactions are considered prohibited, and how to avoid them all together.
Date: September 12, 2018
Duration: 73 Minutes
Speaker: John Paul Ruiz, Director of Professional Development at The Entrust Group