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Virtual IRA Advanced Institute: Spring 2022

June 06, 2022 @ 12:00 pm EDT - June 10, 2022 @ 5:30 pm EDT

Retirement Industry Trust Association (RITA) is conducting a virtual IRA Advanced Institute in June 2022. 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 with a 100 multiple choice question test on the last day. Passing this class is the first step to obtaining a Self-Directed Industry Professional (SDIP) certification.

Upon registration, you will be mailed one textbook. Please make sure the address you wish your books to be mailed to is the address you use for your registration.

A Zoom link will be emailed the week before the IRA Institute.

For more information, contact Kathryn Coleman at k.coleman@ritaus.org 



June 6 @ 12:00 pm EDT
June 10 @ 5:30 pm EDT
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