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

(1250 Ratings)

Produced on: January 21, 2015

Course Format On Demand Audio

Taught by

Categories:

Course Description

Time 63 minutes
Difficulty Intermediate

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

 

Faculty

Bill Humphrey

New Direction

Bill Humphrey is recognized by professional advisors as an expert in the self-direction of IRAs and other tax-advantaged accounts as well as the associated IRS codes pertaining to these investments. Bill is also an experienced Certified Public Accountant who, over the past 20 years, has specialized in tax-related property issues and forensic accounting. He received his BS in Business from the University of North Carolina, Chapel Hill. Bill's graduate work included a concentration in finance and economics. He knows the ins-and-outs of IRA law and stays current with all legislation governing tax-deferred or tax-free retirement arrangements. Bill has also been a consultant to the HSA Insider, one of the largest clearinghouses of Health Savings Account information on the web. He became involved in real estate investing with his associate, Catherine Wynne, and assisted in developing the framework for debt-leveraged IRA real estate investment.

Bradley Burnett

Bradley Burnett Tax Seminars

Bradley Burnett, J.D., LL.M., is a practicing tax attorney in Denver, Colorado with 32 years of taxpractice experience. His practice emphasis is on tax planning and tax controversy resolution.

 

Prior to establishing his own law firm in 1990, he practiced tax accounting with national and local CPA firms, worked as a trust officer for a Denver bank and managed the tax department as partner in a medium-sized Denver law firm. After receiving his undergraduate degree in accounting and law degree (J.D.), he earned a Master of Laws (LL.M.) in Taxation from the University of Denver School of Law Graduate Tax Program.

 

Mr. Burnett has delivered more than 2,800 presentations on U.S. tax law, tax planning and ethics to CPAs, attorneys, enrolled agents, civic groups and corporations throughout all fifty U.S. states, Washington, D.C., the Bahamas, Italy, Greece, Turkey and Canada. He has authored the texts of 30 CPE (or CLE) courses, authored and taught tax materials for Commerce Clearing House (CCH), Practitioner Publishing Company (PPC) and written articles for national and local tax journals over the past 28 years.

 

Bradley served for four years as adjunct professor at the University of Denver School of Law Graduate Tax Program, where he pioneered an employment tax course and occasionally pinch-hit in the IRS practice and procedure field. He has also appeared on television answering tax questions for call-in viewers of Denver NBC affiliate KUSA Channel 9. Brad has received the Illinois Society of CPAs Instructor Excellence Award for teaching in Chicago and five times has been the top rated, most requested instructor for the Kansas Society of CPAs annual tax conference. Burnett’s seminar style is to deliver the subject matter in briskly paced, enthusiastic and witty fashion. His forte’ is the candid communication of practical ideas relating to tax law.

Reviews

SF
Steven F.

informative

AK
Ann K.

Good presentation. It was a topic I was interested in but knew little about. I feel I am much more knowledgeable now.

CJ
Christa J.

Excellent

AE
Amy E.

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

DK
Don K.

liked the course

BR
Barbara R.

excellent course and well presented

RS
Richard S.

Very helpful!

TM
Thomas B. M.

Informative and well presented

DO
David O.

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

DJ
David J.

It was very informative

ST
Stewart T.

Thanks

MD
Mark D.

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

MH
Mitchell H.

Excellent.

WK
William K.

Excellent

BF
Brittin F.

Great course!

RK
Richard K.

Highly recommended

DB
Dwight B.

great

TJ
TeriMichelle J.

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

CG
Carl G.

Great intro course

DW
David W.

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

DS
Daniel S.

Great class

JT
Judith T.

Straight forward and easy to follow.

TE
Tomas E.

interesting subject.

DM
David M.

Great presentation.

JS
James S.

Good examples

JH
Joanne H.

Very clear presentation and very informative.

CK
Christine K.

Very informative on a topic of great interest!

AC
Alison C.

Interesting presentation.

LH
Lynn H.

A very good class

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