Navigating the Plan Asset Rules for a Self-Directed IRA Investment
It’s imperative that a Self-Directed IRA investor understand the plan asset rules and not engage in a prohibited transaction which may disqualify your IRA
Plan Asset Rules
The Department of Labor (“DOL”) Plan Asset Rules were generally enacted to limit an investment fund participant from using his retirement funds to transact with the investment fund or its assets. The Plan Asset Rules set forth the circumstances that can cause assets owned by an entity to be deemed to be assets of an […]
