Edu: Prohibited IRA Transactions

February 20, 2019

Edu: Prohibited IRA Transactions

This week Jim and Chris delve into transactions that are prohibited within an IRA, with an emphasis on rules around holding real estate in the IRA.

If you need more information about what things to avoid doing (who doesn’t?) and what the consequences and penalties of mistakes may be, tune in!

Check out the background of firms and investment professionals on FINRA’s BrokerCheck.

Jim Saulnier and Associates | 970-530-0556 | 506 East Mulberry Street, Fort Collins, Colorado 80524

Jim Saulnier, Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC to residents of: CO, IA, IN, MA, NY, TN, TX, WI and WY. No offers may be made to or accepted from any resident outside the specific states mentioned. Jim Saulnier, Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Financial Planning services offered through Jim Saulnier and Associates, LLC., a Registered Investment Advisor. Cambridge and Jim Saulnier & Associates, LLC are not affiliated.