IRA ADVANCED INSTITUTE

Prepare for an unrivaled education experience with our biannual IRA Institutes. These advanced self-directed IRA classes are the only one of their kind in the industry.

Advanced Self-Directed IRA Classes

RITA IRA Advanced Institute

Twice a year, RITA conducts the IRA Advanced Institute. 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, real estate professionals, attorneys, CPAs, banking regulators, and cryptocurrency experts should all attend.

We focus on alternative assets in IRA accounts, prohibited transactions, precious metals, cryptocurrencies, real estate, LLCs, UBTI, 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 is a 5-day virtual class with a 100 multiple choice question test on the last day. Passing this class is the first step in obtaining a Self-Directed Industry Professional (SDIP) certification. RITA Members receive discounted rates.

HANDS-ON INDUSTRY KNOWLEGE FROM RITA LEADERS

EXTENSIVE IRA REFERENCE MATERIALS

PEER DISCUSSIONS TO ENHANCE LEARNING EXPERIENCE

OBJECTIVE-BASED TRAINING RESOURCES

UPCOMING IRA ADVANCED INSTITUTES

Sorry, the event dates for our upcoming IRA Advanced Institutes have yet to be announced. Please return to this page at a later date for more information.

WHAT PEOPLE ARE SAYING ABOUT RITA'S IRA ADVANCED INSTITUTE

“The RITA IRA Institute has been a terrific experience. I've been in the business for many years, and I can't tell you how many new things I learned."

“I have attended the RITA course, and I thoroughly enjoyed it. I learned a lot about IRAs, especially prohibited transactions, and I recommend the course to anyone in the self-directed IRA industry."

"I really am glad that I attended. I learned a lot, and it's very focused and substantive. It's really applicable to the things that we do day-to-day at work."

IRA INSTITUTE CURRICULUM TOPICS

Advanced Prohibited Transactions

The Plan Asset Rule

UBIT & UDFI

Operational Compliance

Fraud Prevention

Alternative Assets

IRA INSTITUTE INSTRUCTORS

Mary Mohr

Mary Mohr

Executive Director, RITA

jennifer-abernathy-square

Jennifer Abernathy

Attorney

scott-schwartz3

Scott Schwartz

EVP & General Counsel, Delaware Depository

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INDUSTRY CERTIFICATION

Become a Certified Self-Directed Industry Professional (SDIP)

GET CERTIFIED
UPCOMING EVENTS

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