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What should a fund manager know when it comes to working with the individual investor or a Self-Directed IRA?

You must understand IRC Sec. 4975 regarding prohibited transactions and disqualified parties. “You” refers to both the manager and fund itself. Know and understand the Plan Asset Rules. If you are going to accept retirement funds as investments, and if more than 25% of the fund is retirement money, you will need to understand your responsibilities.