Have your clients ever asked you the question "Can I buy real estate with my IRA?" This course, led by Bill Humphrey and attorney Brad Burnett, is designed to address this inquiry and more, focusing on the various ambiguities of non-traditional investments within retirement plans.
The presenters reviews the basic rules for these types of purchases, including prohibited transactions, disqualified persons and an overview of the applicable code sections. In addition, they explain the fastest growing segment of tax-advantaged retirement plans, which is the self-directed IRA. The presenters also provide individuals with a broad range of investment choices lying outside of the securities industry. After taking this course, you will be able to advise your clients on how to invest their IRA accounts, and it will also help you personally to make decisions for your own IRAs.
I. Understand the history of IRA investing
II. Recognize why self-direction is unknown to investors and what investments can be purchased by IRA/401K
III. Appreciate important rules to observe, including basic IRS code sections 408, 408A, 401 and IRS code section 4975
IV. Identify prohibited transactions and disqualified persons
This pleasantly surprised me. I found this very informative and interesting
liked the course
excellent course and well presented
Informative and well presented
Awesome! Lecturers were very interesting and informative. Great course.
It was very informative
This course was very informative regarding tax laws as they apply to retirement accounts. I heard new information and strategies.
Well prepared and informative. Highly recommend this course for legal practice and personal financing planning
Great intro course
Very insightful information on the opportunities and limitations of a self-directed IRA.
Straight forward and easy to follow.
Very clear presentation and very informative.
Very informative on a topic of great interest!
A very good class