Skip to content
Tax, SDIRAs & Cost Segregation

User Stats

33
Posts
21
Votes
Steven O'Leary
  • Rental Property Investor
  • Jersey City, NJ
21
Votes |
33
Posts

Can I lend from a SDIRA to an LLC I have a minority stake in?

Steven O'Leary
  • Rental Property Investor
  • Jersey City, NJ
Posted Jan 26 2021, 05:04

I'm a passive partner, 30% stakeholder, in an LLC where we buy and hold rentals.

I'd like to create a SDIRA or SOLO401K and loan the LLC money at fair market rate.

Since I’m not a majority stakeholder, I don’t believe I’m a disqualified person.

The retirement account would only receive the interest from the loan.

I would receive some benefit as a 30% owner in terms of rent, tax benefits etc.

Is there a way to legally do this in any type of retirement account?

Thank you!

Steve O’Leary

Loading replies...