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Updated 1 day ago on . Most recent reply presented by

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562
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Jon K.
  • Rental Property Investor
  • Perry Hall, MD
576
Votes |
562
Posts

Any issues investing in something through SDIRA and personal name at the same time?

Jon K.
  • Rental Property Investor
  • Perry Hall, MD
Posted

As the title says, I'm considering investing in the same debt fund using both personal funds and SDIRA funds. Provided I ensure I'm keeping capital segregated, signing subscription docs/contracts separately for each entity, and otherwise treating it like two completely separate investments by two completely separate entities are there any issues with doing such a thing?

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