Rules & Regulations

Self-Directed IRA Rules & Regulations

Investing in alternative assets with a self-directed IRA offers a lot of flexibility, but the IRS has laid out rules that limit certain holdings and transactions, as well as persons with whom your IRA can transact. You should also be aware of account contribution guidelines, ways you can fund your retirement account, and applicable taxes under certain circumstances.

Review this information to ensure you do not violate any rules and risk the tax-advantaged status of your self-directed retirement account. If you have any questions, please contact Advanta IRA.