IRA Advanced Institute Fall 2024 - Virtual | Retirement Industry Trust Association | 15 September 2024 | Online
Venue
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| Event Date |
Mon Sep 16 UTC - Fri Sep 20 UTC (3 months ago)
In your timezone (EST): Sun Sep 15 8:00pm - Thu Sep 19 8:00pm |
| Location | Online |
| Region | All |
Details
This Advanced Self-Directed IRA class is the only one of its kind in the self-directed retirement industry. Self-directed retirement professionals, registered representatives, brokers, real estate professionals, attorneys, CPAs and banking regulators should all attend.
We focus on alternative assets in IRA accounts, prohibited transactions, precious metals, real estate, LLCs, UBTI, audits, legal requirements for processing IRA accounts and how to reduce fraud in self-directed IRAs. Interactive small group work will enhance problem-solving and learning about how to analyze specific technical concerns.