Investors can use IRA accounts to purchase everything from stakes in growing businesses to second homes and rental properties. However, there are many rules about what IRAs can and cannot buy and with whom the accounts can transact.
Financial Advisor IQ Education’s webcast – Self-Directed IRAs – outlines many of the rules governing these accounts to help advisors keep their clients from running afoul of the IRS. Mathew Sorensen, an attorney with Kyler Kohler Ostermiller & Sorensen, reviews each of these rules in detail, providing real-life examples. This continuing education webcast has been certified by the CFP for one hour of CE credit. Participants must view the full event and successfully complete the post-event quiz.
Featuring slides and audio and streamed over the Internet, Financial Advisor IQ Education Webcasts present free, in-depth presentations by industry experts. These webcasts are recorded and are available for viewing at your convenience.
No additional cost; this is included in your Financial Advisor IQ subscription
Mathew Sorensen, Attorney, Kyler Kohler Ostermiller & Sorensen
Jonathan E. Braunstein
Let us know if there are any specific topics you would like to hear about or panelists that you want to learn from. Send your suggestions to email@example.com.To view the archive, click here: