Navigating the Guardrails: Prohibited Transactions and Disqualified Persons

[Jim Hitt]

American IRA will be hosting Kyle Moody, Business Development Manager at American IRA, for a webinar on the rules surrounding disqualified persons and prohibited transactions in self-directed IRAs. With more than 8 years of experience helping investors navigate alternative investments, Kyle provides practical guidance on avoiding costly mistakes that can jeopardize retirement accounts.

The discussion explores who qualifies as a disqualified person, what activities and services are prohibited, and how partnership structures can be used within IRS guidelines. Attendees will also learn strategies for funding deals, protecting their IRA's interests, and maintaining compliance before investing retirement funds.

Register Now

What You’ll Learn

1. Protect Your IRA: Avoid Costly Prohibited Transactions: Learn to recognize the invisible boundaries that can put your retirement assets at risk and how to keep your account safely separated from personal benefit. This session teases the mindset and warning signals that help you steer clear of compliance pitfalls before they become problems.

2. Structure Partnerships: Build Compliant Deals That Keep Options Open: Explore how intentional ownership and timing choices shape control, funding flexibility, and long-term opportunity without sacrificing compliance. Walk away with a high-level playbook for designing partnerships that withstand scrutiny and preserve future options.

3. Plan Funding & Risk: Secure Your IRA's Long-Term Viability: Dive into frameworks for assessing funding sources, reserve needs, and leverage so your investments remain resilient over time. Expect practical, anticipatory strategies that protect the account when partners' resources or market conditions shift.

Register to Access:

• Early Access Recording.
• A First Look at What’s in The Works.
• Get Expert Answers.

Save the Date: July 29th at 12:00 PM ET