- Title InsuranceFor example. some jurisdictions do not seem to like a Trust owning real estate. It can mess up the title insurance. In this case, I would probably suggest paying a bit more with an LLC and forgo some of the IRA Trust benefits, than mess around with title insurance on an investment property.
- Life InsuranceNo portion of an IRA may be invested in life insurance contracts; IRA status will be lost if such an investment is made or if the written agreement which establishes the IRA does not specifically prohibit it. Code §408(a)(3).
- Annuities