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  1. Rocket Dollar
  2. Rules, Compliance, & Self Care
  3. Prohibited Transactions & Disqualified Persons

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)
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