Are there any pitfalls to self-directed IRA plans?
There are many potential self directed IRA pitfalls with respect to both prohibited transactions and timely reporting at the state and federal levels. STC’s specialty is structuring transactions in “safe harbors” to avoid such problems and ensure statutory compliance. There are various self directed IRA types, rules and guidelines, STC is here to help you keep your plan in compliance.
Latest Webinars
Advanced Insights to Self Directed Retirement Accounts
10/10/2023 | 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