Paperwork Mistakes That Trigger Prohibited Transactions (DST, IRA & 1031 Pitfalls)

Season 2 Premiere • Overall Episode 26A quick paperwork review can save you from a prohibited transaction.In this episode, David and Tom explain the DST/IRA documentation mistakes that catch people off guard, why your retirement account is “not you,” and how checkbook IRA control can backfire if you don’t understand the rules.They also cover 1031 exchange pitfalls after divorce, intent rules, and when the opportunity cost of waiting makes an exchange less attractive.00:00 Nobody Wants to Call… And That’s the Problem01:15 ROBS Explained: The Retirement Strategy People Misuse06:40 The IRA Structure That Gets Deals Rejected12:20 “$10,000 Later…” The Document That Was Useless20:15 The Paperwork Mistake That Slows Everything Down27:00 Checkbook IRA: The Best Feature… And the Worst Risk29:10 DST Paperwork Red Flag (Qualified Funds Warning)36:25 Divorce + 1031: Where People Get Tripped Up44:00 The Hidden Cost of Waiting (Opportunity Cost)Have you ever been told, “just assign it to the IRA” or had an attorney/custodian reject your operating agreement?Drop your story in the comments — we’ll cover the best questions in a future episode!Send us Fan MailThanks for listening! Subscribe to get all of the latest tax news and information.