Self-Directed IRA Classes
Twice a year, RITA conducts the Self-Directed IRA 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.
UPCOMING SELF-DIRECTED IRA INSTITUTES
WHAT PEOPLE ARE SAYING ABOUT RITA'S SELF-DIRECTED IRA INSTITUTE
IRA INSTITUTE CURRICULUM TOPICS
IRA INSTITUTE INSTRUCTORS
Mary
Mohr
Executive Director, RITA
Jennifer
Abernathy
Attorney
Scott
Schwartz
EVP & General Counsel, Delaware Depository
Stephanie
Franco
Associate General Counsel, Compliance Officer, & HR Manager, Delaware Depository
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