Advanced Self-Directed IRA Classes
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, 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 3 days with a 75 multiple choice question test at the end of the third day, which can lead to earning a Self-Directed Industry Professional (SDIP) certification. RITA Members receive discounted rates.
“I attended the RITA IRA Institute and I thoroughly enjoyed it. I learned a lot about IRAs, especially prohibited transactions. I recommend this course to anyone in the self-directed industry.”
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