Can I combine personal money with my IRA money to make an investment?
Yes. You and your IRA can purchase an investment together. However, since you cannot sell property to your IRA, transactions between you and your IRA retirement plan involving an asset after that asset is purchased are prohibited.
There are many self directed IRA pitfalls, STC is here to help you stay in compliance with guidelines and regulations.
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