A self-directed IRA can partner with anyone at the time of initial purchase, but after the transaction is complete the IRA cannot conduct any business with a disqualified person. But what does that mean, and who is disqualified? Join David Moore as he explains how joint ownership of a self-directed IRA works.

What You Will Learn in This Video

  • What is a joint ownership
  • In what situations a joint ownership be useful
  • At what point in the process an entity or person becomes a disqualified party
  • Tenancy in Common (TIC) vs joint ownership structuring

Watch the video above to learn about joint ownership structuring and who can be involved in the investment. Choosing the right structure for your investment now can save you money and frustration later.

When you are thinking of doing a 1031 Exchange, the sooner you consult the professionals at Equity Advantage, the better. Give David Moore and his team of experts a call today – 503-635-1031!