Understand prohibited transactions to make the most of your self-directed IRA.
A self-directed IRA gives you more investment options and flexibility than many other retirement accounts. However, the IRS prohibits certain transactions — and restricts the way you can use your investments.
IRS Code Section 4975
The information provided here is for general information purposes only. Pacific Premier Trust does not provide tax advice and IRS rules may change on short notice.
When investing through any retirement account, you should consult a tax specialist or review the official IRS publications at irs.gov to make sure you are making the best decisions for your situation — based on the most up-to-date information available.
If your IRA engages in a prohibited transaction, it may disqualify your IRA and create serious tax consequences. If you have questions, we strongly encourgae you to seek guidance from your tax advisor or tax attorney.