Checkbook Control is being lauded as one of the greatest ideas for the IRA holder since the actual creation of the IRA. In this program, the underlying legal support for the “checkbook control IRA” is examined carefully with regards to its applicability and prudence for the average IRA holder. Understanding how this concept works is crucial, given the likelihood of your clients asking for ways to have ultimate control over the funds in their IRA.
Is “Checkbook Control” a good idea for your clients? Or should you handle this investment structure with care? Let Brad Burnett and Bill Humphrey give you the tools to help you decide.
I. Understand why individuals want “checkbook control”
II. Appreciate the benefits of internet advertising
III. Analyze the potential issues with checkbook control and know the administrative issues with checkbook control
IV. Recognize the tax and operating procedures with an IRA
V. Evaluate who can be an IRA owner
good use of examples and law
Very helpful info.
excellent--look for other component classes (3 or 4)---part of a series
Excellent and interesting seminar. Very informative.
Great and unique topic. very useful and novel.
Useful; well presented