This year, the Retirement Industry Trust Association (RITA) is conducting the IRA Institute virtually.
This Advanced Self-Directed IRA class is the only one of its kind in the self-directed retirement industry. Self-directed retirement professionals, registered representatives, brokers, real estate professionals, attorneys, CPAs and banking regulators should all attend.
We focus on alternative assets in IRA accounts, prohibited transactions, precious metals, real estate, LLCs, UBTI, audits, legal requirements for processing IRA accounts and how to reduce fraud in self-directed IRAs. Interactive small group work will enhance problem-solving and learning about how to analyze specific technical concerns.
This class is 5 days (Mon-Fri) with a 100 multiple choice question test the following Monday, which can lead to earning a Self-Directed Industry Professional (SDIP) certification.
Upon registration, you will be mailed two textbooks. Please make sure the address you wish your books to be mailed to is the address you use for your registration.
- CLASS: Monday, 9/28 through Friday, 10/02
from 11:00am to 3:00pm ET
- TEST: Monday, 10/05
from 11:00am to 2:00pm ET
$767 for Members
$1337 for Non-Members