by | | IRA LLC, Prohibited Transactions
In Part I, we talked about prohibited transaction rules in general; in Part II, we talked about prohibited parties specifically; and in Part III, we talked about prohibited entities. Now that we’ve covered some ground, let’s put it all together and look...
by | | IRA LLC, Prohibited Transactions
Prohibited Transaction Rules, Part III: Disqualified Entities By Jordan Sheppherd In Part I of this series we defined a prohibited transaction, and in Part II we looked at who the disqualified persons are to your CheckBook IRA LLC. Next, we’ll look at disqualified...
by | | IRA LLC, Prohibited Transactions
Prohibited Transaction Rules, Part II: Who is a prohibited person? By Jordan Sheppherd Part I of this series was all about defining what constitutes a prohibited transaction. You know that any deal or transaction of any kind between a plan and a prohibited person is...
by | | IRA LLC, Most Popular Posts, Prohibited Transactions
Clients will often ask me what I think is the most important thing for them to learn before they have us set them up with a CheckBook IRA LLC. I always answer that the subject of prohibited transactions is by far the most important. It can sometimes seem a bit...
