Jim Hitt is always happy to be a resource to professionals who are servicing clients who have or want to have Self-Directed IRAs. As an avid investor, Jim knows how important it is to have other professionals to lean on.
Atlanta, GA (PRWEB) October 21, 2015
Jim Hitt has designed "Simplifying Self-Directed IRAs for You and Your Clients" specifically to assist Financial Advisors, Tax professionals, and operations staff at Credit Unions, Banks, Brokerage Firms and other financial institutions in servicing their clients who have Self-Directed IRAs.
Jim Hitt is always happy to be a resource to professionals who are servicing clients who have or want to have Self-Directed IRAs. As an avid investor, Jim knows how important it is to have other professionals to lean on. In fact, everyone who attends this webinar will receive a special offer of a robust white paper designed specifically for professionals.
Jim will present this as an overview of the technical rules and regulations, as well as general optional requirements that apply to Self-Directed IRAs.
Topics Covered include:
- Types of retirement accounts can be Self-Directed
- Retirement investment options
- Who should own a Self-Directed IRA
- Disqualified People
- Prohibited Services
- Financial Advisor's Guide to Alternative Assets
- Maintaining Client Relations When Working with Self-Directed IRAs
- Prohibited Transactions with Alternative Assets
- The process for investing in real estate/alternative assets with an IRA or 401(k)
- UBTI (Unrelated Business Taxable Income)
- UDFI (Unrelated Debt Financed Income)
- Non-Recourse Loans
- Ways the IRA is protected
- Annual reporting functions
- Required Minimum Distributions
- Frequently asked questions
- And much more...
Click here to learn more about this live webinar.
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American IRA is the sponsor of American Wealth Radio. Click here for more information.