Sign Up for the IRA Masterclass Series. Appleby's IRA Bytes
Speaker, author, teacher, consultant: I teach/consult to financial, tax, and legal professionals about the tax laws that govern IRAs and employer plans
2 CE Credits
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.
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