RITA to Host Virtual Retirement Industry Conference, “Growing Your Business in the SDIRA Industry,” on March 29-30, 2022

RITA retirement industry conference, sdira conference

SARASOTA, Fla., Feb. 21, 2022 /PRNewswire/ — The Retirement Industry Trust Association (RITA) is hosting a virtual conference for self-directed retirement professionals. The conference, entitled “Growing Your Business in the SDIRA Industry,” will address the self-directed IRA industry’s latest legislative and regulatory developments. Important topics at the conference will include extensive insights on cryptocurrencies in IRAs and…

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RITA Pushes Back Against Recent Proposals by Congress

IRA legislation, build back better plan

Retirement Industry Trust Association pushes back against recent proposals by Congress that would prohibit IRAs from investing in most alternative assets and limit contributions The Retirement Industry Trust Association (RITA) launched a “SAVE MY IRA” (https://ritaus.org/save-my-ira) campaign with the message to Congress: “Do not limit retirement savers’ choice.” RITA is urging its followers and associates…

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Retirement Industry Trust Association to Host Virtual Educational Conference About the Self-directed IRA Industry November 4-5, 2021

The Retirement Industry Trust Association (RITA) will host a virtual educational conference over Zoom titled “Embracing Change: Virtual RITA Fall Conference 2021” from noon Nov. 4 to 5:30 p.m. Nov. 5 EDT. The conference will include speakers, panels, and discussions to address the latest legislative and regulatory developments in the self-directed IRA industry. According to…

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RITA Thanks President Tom Anderson for 10 Years of Service, Welcomes President Richard Immesberger and New Board Members

An empty conference room table with chairs around it overlooking New York skyline

The Retirement Industry Trust Association (RITA) announced this year that their President, Tom Anderson, would be retiring after over a decade of service. Member elections confirmed Richard Immesberger as the succeeding President and added three new members to RITA’s Board of Directors. Mr. Anderson brought more than 50 years of experience in banking to RITA…

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RITA to Host Webinar on Digital Account Opening for Retirement Professionals, November 18, 2020

Woman using a laptop on a table with flowers on desk

The Retirement Industry Trust Association (RITA) will host a webinar for retirement and other wealth management professionals on November 18, 2020 from 4:00pm to 5:00pm ET. The webinar, entitled “Onboarding New Accounts,” will address how digital account opening fits in a digital transformation strategy. “More than four out of five consumers say they are less likely to switch…

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Can an Investor Make an Investment in a Startup Through an IRA?

IRA

Can an investor make an investment in a startup through an IRA? The short answer to this question is yes, but (and there almost always seems to be a “but”) doing so could result in taxes and penalties if the investment is deemed a “prohibited transaction.” It is not uncommon for a startup founder or…

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Self-Directed IRA Investments: 3 Popular Options

self-directed IRA

If you are a savvy investor seeking a broad diversification of alternative assets in which to invest for retirement, a self-directed IRA might be for you. As an investor, you are likely familiar with regular Individual Retirement Arrangements/Accounts (IRAs) and the standard assets such as stocks, bonds, mutual funds, or exchange-traded funds (ETFs) you may…

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RITA to Host First Virtual Retirement Industry Conference, October 27-28, 2020

Road with mountain on the left side and ocean on the right side

The Retirement Industry Trust Association (RITA) is hosting its first virtual conference for self-directed retirement professionals. The conference will address the latest legislative and regulatory developments in the industry. Titled “Shifting Gears with Self-Directed IRAs,” the event focuses on how the current pandemic has altered the industry and how businesses and professionals can better navigate…

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Pros and Cons of Using Retirement Funds to Purchase a Home

retirement funds

Many first-time home buyers use their retirement funds to purchase a home or provide a large down payment. Extra funding up front will allow monthly mortgage payments to be lower and may give you more purchasing power. But, how do you go about withdrawing your funds, and is it worth it? If you are set…

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