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

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

Regular price $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, NJ, NY, OK, PA, VT

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

We will apply for approval in other US states as registrations warrant*, with exception to the following: KS, RI, VA, WA, WI**

* Approval process times will vary

** We will supply you with the information needed to self-apply 

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