Self-Directed IRAs: The Fastest Growing Segment of Retirement Investing

Production Date: January 21, 2015 Practice Areas: Tax Law and Wills, Trusts, & Estates Estimated Length: 3805 minutes


$ 59 Tax Law and Wills, Trusts, & Estates In Stock

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.


Learning Objectives:

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


Christa J.
Coconut Creek, FL


Amy E.
Weston, FL

This pleasantly surprised me. I found this very informative and interesting

Don K.
Houston, TX

liked the course

Barbara R.
Pasadena, CA

excellent course and well presented

Richard S.
Denver, CO

Very helpful!

Thomas B. M.
Austin, TX

Informative and well presented

David O.
Laurel, NY

Awesome! Lecturers were very interesting and informative. Great course.

David J.
Pompano Beach, FL

It was very informative

Stewart T.
Dallas, TX


Mark D.
Santa Clarita, CA

This course was very informative regarding tax laws as they apply to retirement accounts. I heard new information and strategies.

Mitchell H.
Tallahassee, FL


William K.


Brittin F.
San Diego, CA

Great course!

Richard K.
Elkridge, MD

Highly recommended

Dwight B.
Flatwoods, KY


TeriMichelle J.
Chesapeake, VA

Well prepared and informative. Highly recommend this course for legal practice and personal financing planning

Carl G.
Lewes, DE

Great intro course

David W.
Stansbury Park, UT

Very insightful information on the opportunities and limitations of a self-directed IRA.

Daniel S.
Gainesville, TX

Great class

Judith T.
Westchester, IL

Straight forward and easy to follow.

Tomas E.
Brooklyn, NY

interesting subject.

David M.
Jonesboro, GA

Great presentation.

James S.
Winnetka, IL

Good examples

Joanne H.
Los Angeles, CA

Very clear presentation and very informative.

Christine K.
Cambridge, NY

Very informative on a topic of great interest!

Alison C.
New York, NY

Interesting presentation.

Lynn H.
Mercer Island, WA

A very good class