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Self-Directed IRA Investment Options & Rules for Today's Market

Self-Directed IRA Investment Options & Rules for Today's Market

$129.00

One hour webinar. The current stock market volatility and historically low-interest rates have made alternative investments in self-directed IRAs even more attractive. Mat Sorensen, Attorney, and CEO of Directed IRA & Directed Trust Company, will discuss common self-directed investment options that are popular in today's challenging market.

Attendees will learn about:

  • Common investment structures, documents, and entities to use (LLC, LP, Corp)
  • Navigating Prohibited Transaction Rules Under IRC Section 4975
  • Avoiding or Minimizing unrelated business taxable income IRC Section 511 (UBIT)

Presenter: Mat Sorensen

CLE: 1.0 General credits  

States Pre-Approved: AR, CA, CO, NJ, NY, OK, PA, VT

(AK, AZ, CT, MO, NH eligible to claim credit)

We will supply you with the information needed to self-apply in other states.

Contact shopcle@wealthcounsel.com for CLE assistance. 

WealthCounsel members: This CLE eligible program is complimentary for WealthCounsel members.  Please access and view it here via the member website for optimal experience and inclusion in your CLE Profile Account.

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