Ins and Outs of Self-Directed IRAs (IOSD)

Presented By

• Mike Tucker, Ph.D., LL.M., J.D., CPA
• Denise Appleby, APA, CISP, CRPS, CRC

2 CE Credits

Overview

When clients ask tax practitioners about the tax ramifications of self-directed IRAs, they need to respond authoritatively to such questions. This program provides you with the knowledge to do just that. Often, self-directed IRAs result from a client’s desire to obtain a better financial return from an unconventional investment than would be available if the account were managed by traditional investment advisors. This program is vital if you wish to understand what a self-directed IRA is, what it does operationally, the kinds of investments it can make, and the relationships the IRA account owner can and cannot have with the account.

Major Topics:

• Why IRA owners want to self-direct their IRA
• Steps required to set up a self-directed IRA
• The advantages and disadvantages of a self-directed IRA
• What does the custodian of a self-directed IRA do?
• What sort of investments may a self-directed IRA make?
• Understanding  the self-dealing rules
• New Tax Reporting Requirements

Learning Objectives

• Advise clients with respect to the tax characteristics of a self-directed IRA
• Advise clients with respect to how a self-directed IRA operates
• Understand how a self-directed IRA owner may avoid the self-dealing rules

This webinar is offered by Surgent. Please click here to register