IRS IRA Resources & Links
Resources to Help, Not Replace your CPA or Attorney!
Introductory Manual
IRS Publications
IRS Publications – Review IRS Publications that may affect your SDIRA
IRS Publication 590-A — Contributions to IRAs
IRS Publication 590-B — Distributions from IRAs
IRS Publication 598 — Tax on Unrelated Business Income of Exempt Organizations
IRS Publication 3125 — The IRS Does NOT Approve IRA Investments
DOL Advisories
DOL Advisory — Lease to a Disqualified Individual is a Prohibited Transaction
DOL Advisory — Securities Discount because of Disqualified Individual is a Prohibited Transaction
DOL Advisory — Securities Discount because of a Disqualified Individual is a Prohibited Transaction
DOL Advisory — Self-Directed IRA Loans to Company Where IRA Grantor/Beneficiary is Insider
DOL Interpretive Ruling 2000-10A
IRS Court Cases Involving an SDIRA
IRS IRA Resources & Links, cont.
Warnings, Cautions & Guidance
Forms & Instructions
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