Rules, Compliance, & Self Care
Fair Market Value (FMV)
Prohibited Transactions & Disqualified Persons
- Those who I trust to transact and manage investments are disqualified/prohibited persons. Who can I invest with?
- What is the difference between a restricted investment and a prohibited transaction?
- What are some examples of prohibited transactions?
- What are the common prohibited transactions I should be aware of?
- Who is a disqualified person according to the IRS? How do I avoid prohibited transactions with them?
- What are the penalties for a prohibited transaction in both a Self-Directed IRA and Solo 401(k)