Skip to content

Let's keep in touch

Subscribe to our newsletter for timely insights and actionable tips on your real estate journey.

By signing up, you indicate that you agree to the BiggerPockets Terms & Conditions
Followed Discussions Followed Categories Followed People Followed Locations
Tax, SDIRAs & Cost Segregation
All Forum Categories
Followed Discussions
Followed Categories
Followed People
Followed Locations
Market News & Data
General Info
Real Estate Strategies
Landlording & Rental Properties
Real Estate Professionals
Financial, Tax, & Legal
Real Estate Classifieds
Reviews & Feedback

Updated almost 9 years ago on . Most recent reply presented by

User Stats

9
Posts
1
Votes
Matthew Will
  • Indianapolis, IN
1
Votes |
9
Posts

Prohibited Transactions Advice

Matthew Will
  • Indianapolis, IN
Posted

One of my IRAs is housed at a traditional broker and is invested in a Private Equity Fund. This was before I knew of self directed IRAs. I now have established a Checkbook IRA (SDIRA LLC) which owns shares of a different PE Fund. May I direct my existing IRA, housed at the broker, to sell the PE Fund to my SDIRA LLC? Obviously, I'd prefer to have it housed in my SDIRA LLC.

Loading replies...