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  • 1.  Using a Roth IRA to purchase stock options

    Posted 18 days ago

    Can I use money from my Roth IRA to purchase stock options that I am vested in



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    Alexander East
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  • 2.  RE: Using a Roth IRA to purchase stock options

    Posted 18 days ago

    Hi @Alexander East,

    Here's a snippet from our Ask an Expert of Tax event about the subject:

    "Unfortunately, no. Generally, under IRC Sec. 219(e)(1), contributions to IRA's, except for rollover contributions, must be in cash.  IN addition, IRA's can generally not purchase shares from a disqualified person under 
    IRC Section 4975(c)(1)(A).  You can still check with the self-directed IRA custodian to see if the IRA can purchase private shares from a non disqualified person."



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    Brent Devey
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