Those who I trust to transact and manage investments are disqualified/prohibited persons. Who can I invest with?

There are plenty of people you might not immediately think of whom you are allowed to transact with or manage investment in your Self-Directed IRA or Self-Directed Solo 401(k).

• Non-family members and trusted friends
• Aunts, uncles, nieces, nephews, and cousins
• In-laws
• Brothers and sisters
• Companies you or your family have less than 50% ownership
• A property manager, restaurant manager, farmhand, handyman, or specialist who focuses on fixing day-to-day issues in your investment's area.

Whom can I transact with?