Understand what prohibited transactions are, who they involve, examples to avoid, and the severe consequences of breaking the rules.

Understand how contribution limits, early withdrawal penalties, and required minimum distributions (RMDs) apply to self-directed IRAs and Solo 401(k)s.

Understand how contribution limits, early withdrawal penalties, and required minimum distributions (RMDs) apply to self-directed IRAs and Solo 401(k)s, with an emphasis on key legislative changes.

Understand the reporting requirements for self-directed IRAs, including annual valuations and IRS forms.

Recognize fraud risks in self-directed retirement accounts and learn best practices for performing due diligence to safeguard your retirement savings.

Introduce the concept of Unrelated Business Income Tax (UBIT) and explain why it matters for retirement accounts.