The Retirement Industry Trust Association (RITA) will host their IRA Advanced Institute from May 21 – 23, 2019 in Las Vegas, Nevada (https://www.ritaus.org/ira-institute-page). This Advanced Self-Directed IRA class is the only one of its kind in the self-directed retirement industry focusing on alternative investments. It’s created for self-directed retirement professionals, registered representatives, brokers, real estate professionals, attorneys, CPAs, and banking regulators.
The class is three days with a 75 multiple choice question test at the end, which can result in earning a Self-Directed Industry Professional (SDIP) certification.
“For anyone looking to earn an SDIP certification, the IRA Advanced Institute is the only way to do it. We are passionate about what we do and that passion is reflected in the class. It will be a truly beneficial experience for everyone who attends,” stated Mary Mohr, Executive Director of RITA.
“I attended and I thoroughly enjoyed it,” said one student. “I learned a lot about IRAs, especially prohibited transactions. I recommend this course to anyone in the self-directed industry.”
The RITA IRA Advanced Institute focuses 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 enhances problem-solving and teaches attendees how to analyze specific technical concerns.
ABA Professional Certifications is dedicated to promoting the highest standards of performance and ethics within the financial services industry. IRA Institute has been approved for 16 CISP credits. This statement is not an endorsement of this program or its sponsor.
The class is open to both RITA members and non-members, though members benefit from reduced registration rates. Special RITA room block rates are available at the Embassy Suites Hotel but the reservation cutoff is April 29, 2019.
RITA is a professional trade association dedicated to the expansion of opportunities for all Americans to save and invest for retirement. Founded in 1987, our association is comprised of regulated banks, trust companies, and industry-related professionals. We exist to be the leading educator and advocate for the growth and best practices of the self-directed retirement plan industry by providing resources, information, communication, and support to both our members and investors. To learn more, visit www.ritaus.org.