IRA Prohibited Transaction Chart

Occasionally we get clients that have a difficult time understanding what a Prohibited Transaction entails. Basically it is either investing in something prohibited or dealing with a prohibited party. It sounds complex but it’s really simple. No Life Insurance or Collectibles and no close family members or entities they own or control.

Perhaps this chart will help those that are more visual. Remember to call us if you have any questions.

Here’s a link to a PDF file in case you’d like to download it: Prohibited Transaction Chart

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