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

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