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Tax, SDIRAs & Cost Segregation

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Wes Aldo
  • Miami Beach, FL
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Solo 401k Lending to itself

Wes Aldo
  • Miami Beach, FL
Posted Aug 18 2014, 09:13

With a Solo 401k having a Traditional component and a Roth component; can the Traditional account loan the Roth account funds for the purchase of real estate?

Example:  $100k in Traditional account & $20k in Roth account.  Can Roth account purchase property for $100k utilizing a loan from the Traditional account?  This way the profits from the real estate sale would be tax free in the Roth account.

Thank you for any feedback.

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