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Self-Directed IRA Due Diligence Tips and Legal “Red Flags”

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Richard K. Matta for PENSCO Wednesday Webinar October 7, 2009 Self-Directed IRA Due Diligence Tips and Legal “Red Flags”
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],What is due diligence?
Focus on Legal Risks – Can I Invest? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Focus on Legal Risks – Can I Invest? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Prohibited transactions with “disqualified persons” ,[object Object],[object Object],[object Object],[object Object],[object Object]
Prohibited transactions with “disqualified persons” ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Prohibited Fiduciary Conflicts ,[object Object],[object Object],[object Object],[object Object],[object Object]
Persons in whom you have “an interest” ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Some Top “Red Flag” Transactions ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
“Red Flag” Transactions ,[object Object],[object Object],[object Object],[object Object]
Some Top “Red Flag” Transactions ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Some Top “Red Flag” Transactions ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Some Top “Red Flag” Transactions ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Some Top “Red Flag” Transactions ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Some Top “Red Flag” Transactions ,[object Object],[object Object],[object Object],[object Object],[object Object]
Some Top “Red Flag” Transactions ,[object Object],[object Object]
Some Top “Red Flag” Transactions ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Dealing with “Red Flag” Transactions ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

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Pensco Webinar 10 07 09

  • 1. Richard K. Matta for PENSCO Wednesday Webinar October 7, 2009 Self-Directed IRA Due Diligence Tips and Legal “Red Flags”
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