Self-Directed IRA Part I

Summary

This webinar is the first part of a two-part webinar covering self-directed IRAs (SDIRAs). SDIRAs are increasingly popular, but buyers beware! In this webinar, you will learn the basics of SDIRAs as well as some common pitfalls.

What if you were told you can build your business, earn millions and pay virtually no income tax on the earnings until retirement, all while using your existing retirement funds? If that doesn’t excite you, it certainly may excite your clients. SDIRAs are becoming popular and come in various forms. From owning rental property and real estate, to owning your own business, SDIRAs provide various opportunities to the public that may sound attractive on the surface, but come with flaws. In this webinar, you’ll learn the basics of SDIRAs and how to properly advise your clients on this fairly recent topic.

Objectives

Upon completion of this course, you will be able to:

  • Describe SDIRAs to clients at the tax desk.
  • Identify assets that can be owned by an SDIRA.
  • Summarize the tax benefits of SDIRAs.
  • Describe common pitfalls of SDIRAs.

Course Details

Our researchers will answer your questions during the presentation. This webinar includes the presentation slides, Q&A transcript and access to the webinar recording.






   

Presented by: Betty Stehman, CPA, CIA

​​​​​How to Earn CPE

​To receive full credit for a webinar, you must respond to at least 70% of the polling questions that are asked by the instructor during the webinar and you must be logged in for at least 90% of the presentation.

Please allow up to 7 days for us to verify attendance and issue certificates.

Cancellation Policy

Because this is an online education offering, it is nonrefundable.

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