This week's interview on Financial Insider Weekly to be broadcast in San Jose and Campbell this Wednesday, March 17, is with Tom Anderson, President and CEO of Pensco Trust. We discuss "Real Estate Investments In Your IRA or Roth Accounts".
Certain transactions aren't permitted for Roths and IRAs. They are called "prohibited transactions", and can be subject to penalties. In this post, I'm going to focus on prohibited transactions. I am only going to hit some highlights so you will be aware of some red flags.