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

This webinar includes the presentation slides, exam questions, live webinar recording with review questions, and Q&A transcript. CPE is issued after exam is successfully completed.






   

Presented by: Betty Stehman, CPA, CIA

How to Earn CPE

To receive credit for this on-demand webinar, you must make at least one attempt to answer each of the review questions included with the webinar video. You also must successfully pass the course exam with a score of 70% or better.

The course and exam will expire one year from the date of purchase.

Cancellation Policy

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

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