Skip navigation
Understanding IRA Prohibited Transactions

Understanding IRA Prohibited Transactions

Recognizing possible missteps is key to avoiding significant tax consequences

With individual retirement account assets now exceeding $7 trillion in value, the wide availability of IRA custodians who permit investments in private placements, real estate and other non-publicly traded assets and the Department of Labor’s (DOL) recent promulgation of rules regulating IRA advisors, IRA owners and advisors need to be familiar with the IRA prohibited transaction rules.  

All access premium subscription

Please Log in if you are currently a Trusts & Estates subscriber.


If you are interested in becoming a subscriber with unlimited article access, please select Subscription Options below.


Questions about your account or how to access content?


Contact: [email protected]

Hide comments

Comments

  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.
Publish