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Self-Directed IRA Part II

Summary

This webinar is the second part of a two-part webinar covering self-directed IRAs (SDIRAs). Though your clients may perceive certain benefits to starting an SDIRA, is it worth the risk?  The IRS recognizes the faulty nature of SDIRAs, but does not necessarily consider them scams. However, they are on the lookout for these business transactions. In this webinar, you will learn about recent transactions that may run afoul of the tax code, how SDIRAs are formed, the SDIRA opportunities available to the public, as well as recent case law where taxpayers have lost against the IRS and risked their entire retirement fund. Protect your clients and their future by helping them navigate the waters of SDIRAs.

After viewing the Self-Directed IRAs Part I webinar, you’ll have received a basic understanding of SDIRAs, but now it’s time to learn how experts apply the basics to various situations. Your clients may be approached by others to use their retirement money to fund a rollover as business startup (ROBS), a checkbook IRA or other various forms. Clients are promised a secure way to build a business or invest in their own operating business, though there are many pitfalls attached to these types of transactions. Make sure you’re able to properly advise your clients on this fairly recent topic.

Objectives

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

  • Explain business transactions such as ROBS and a checkbook IRA to your clients.
  • Analyze the potential benefits and risks of such SDIRA transactions.
  • Evaluate recent case law regarding these types of transactions.

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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