ONE CONCEPT to help avoid Prohibited Transactions | Episode #264 - a podcast by Bryan Ellis - SelfDirected.org

from 2017-05-16T15:55:44

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https://SelfDirected.org/podcasts/investor-talk/one-simple-way-avoid-prohibited-transactions-episode-264 The Big Idea

There's one simple operating principle that is more powerful than any other for avoiding prohibited transactions in your self-directed IRA, and that's simplicity...

Points To Ponder
  • You're welcomed to join us for a casual dinner in the Bay Area of San Francisco on June 12 or 13, 2017.  Email us at feedback at SelfDirected dot org if you're interested
  • The biggest factor to avoid prohibited transactions:  Simplicity
  • Prohibited Transaction:  any transaction involving your IRA that benefits you rather than just the IRA
  • Assets that are standardized are safest regarding prohibited transactions. Examples:  Stocks, CD's, mutual funds
  • The more complex, the greater the prohibited transaction risk.
  • Progression:  Real estate, rental properties, real estate flipping (lease complex and risky to most complex and risky)
  • Excellent alternative:  Private Lending
Resources

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Further episodes of Self Directed Investor Talk: Alternative Asset Investing through Self-Directed IRA's & Solo 401k's

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