Self-Directed IRA Investment Options & Rules for Today's Market
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, MO, NH eligible to claim credit)
We will supply you with the information needed to self-apply in other states.
Contact firstname.lastname@example.org 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.