“I have looked high and low for an IRA Class that offered detailed information on unique assets and PT's and RITA was the only one I found that really got down to the nitty gritty!!!” Clark Wisniewski, PV Bank.
Sarasota, FL (PRWEB) July 23, 2015
The Retirement Industry Trust Association (RITA) will host the next self-directed IRA certification program in Newark, NJ on September 2-4th, 2015. IRA Financial professionals are encouraged to attend this seminar to catch up on the latest issues and rules on self-directed IRAs.
The IRA Institute is an advanced self-directed IRA class which is the only one of its kind in the self-directed retirement industry. It focuses on learning about alternative assets in IRA accounts such as precious metals, real estate, LLCs, promissory notes, and private stock, Unrelated Business Income Tax (UBTI), regulatory examinations, required disclosures, Bank Secrecy Act and Anti-money Laundering requirements, industry best practices, and includes tips on fighting fraud in the IRA workplace.
This class is two (2) full days of hands on training including group interaction and problem solving. The faculty of the IRA Institute include industry professionals with practical experience, ERISA attorneys, and recognized national experts. The qualifying exam consists of 75 multiple choice questions and is given on the third day following the previous two days of class.
“I have looked high and low for an IRA Class that offered detailed information on unique assets and PT's and RITA was the only one I found that really got down to the nitty gritty!!!”
Clark Wisniewski, PV Bank.
View the video link here to learn more about the educational programs provided by the Retirement Industry Trust Association.
The Retirement Industry Trust Association is a non-profit trade association formed in 1987, which represents trust companies, banks, attorneys, accountants and other service providers as the voice of the self-directed retirement plan industry.