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WEBINAR: LLCs, LLPs, and Trusts: Investing in Private Entities with an IRA

With increasing frequency, individuals are looking to invest their IRA funds into private entities, whether it be an LLC, an LLP or some other instrument. When using your IRA to invest in these types of entities, there can be many different issues to navigate from properly structuring the entity to choosing someone to be responsible for managing the entity. In this webinar, we will discuss the pros and cons of using a private entity when investing with an IRA, as well as cover on the prohibited transaction rules with IRAs and how they affect the inner workings of these entities. We will even touch on Unrelated Business Income Tax and the implications of the tax on your IRA.

To participate in the webinar and receive instructions on how to log-in, please email Scott Maurer at smaurer@theentrustgroup.com, or call (727) 581-9853, ext. 1123. Participants will be able to ask questions of the presenter during the webinar.