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Tax, SDIRAs & Cost Segregation

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29
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Ryan Walker
  • Investor
  • Austin, TX
2
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29
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Disqualified Persons in Solo 401k

Ryan Walker
  • Investor
  • Austin, TX
Posted Aug 17 2015, 18:00

I am a realtor, My mother has a high value 401k she is looking to roll into a solo 401k in order to purchase rental properties for her portfolio.  Am I prohibited from acting as the agent on these transactions?? I understand I cannot own any portion of the real estate, nor share in the profits, but I cannot find anything definitive on whether or not I can act the agent.

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