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.
There’s a lot that you can do with a self-directed IRA, and because of that, there’s a great deal of information to know regarding them. If you need help understanding your self-directed IRA investing, call an informed professional – David Moore at 503-619-0223.
