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msfiduciary
A Discussion Forum for the Mississippi Estate Planning Community
Tag Archives: retirement plans
SEC Issues Fraud Alert for Self Directed IRAs
January 16, 2012
Posted by on Self Directed IRA’s (SDIRA) can be a great way for individuals to invest IRA assets outside of traditional financial assets. With some limitations on permitted investments such as collectables, and Non-U.S. minted coins, investors can direct IRA investments into such assets as investment real estate, limited liability companies that hold allowable assets, limited partnerships, mortgage notes, and even interests in closely held corporations as long as certain self-dealing rules that apply to ERISA Plans and IRA’s are followed.