Prohibited Transactions #2 | Client Q&A

16/08/2024 12 min
Prohibited Transactions #2 | Client Q&A

Listen "Prohibited Transactions #2 | Client Q&A"

Episode Synopsis

On this week's episode, IRA Financial's Adam Bergman Esq. answers three more questions about prohibited transactions including transacting with a stepson, loaning a girlfriend IRA funds, and how an employee may be considered a disqualified person.