Are there any investments that I can’t make with my self-directed IRA?
You cannot invest in Life Insurance Contracts or Collectibles (as defined by the IRS). Also, you may not participate in prohibited transactions. As an self directed IRA owner, if you violate these rules, you may forfeit your entire IRA. There are many self directed IRA rules and stipulations, so it is important that you work with competent advisors to help you avoid such transactions.
Latest Webinars
Advanced Insights to Self Directed Retirement Accounts
04/05/2023 | 07:00PM - 08:00PM ET
Need some help understanding the ins-and-outs of self-directing your retirement investments? Then you've come to the right place. In this STC webinar you'll:
- Learn about using leverage in your retirement portfolio through non-recourse loans
- Understand what investments may trigger UBIT or UDFI
- Decide if you should investigate a Roth conversion for your account