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Investments for Self-Directed IRAs

FIELD OF STUDY: Administrative Practice: Personal Financial Planning
OBJECTIVE: This program explores the overlooked truths buried in §§ 408 and 401, Individual Retirement Arrangements (IRAs) and § 401(k) plans. The participant will learn that securities are only a small part of what is available for investment, and that non-traditional investments such as real estate, mortgages, private placements, and precious metals are all possible and legal.
PROGRAM HIGHLIGHTS:

• Summary of §§ 408 and 401 highlights: plan types and specifications.
• Prohibited transactions and disqualified persons: how to "color within the lines."
• Using a true "self directed" plan administrator.
• Debt-financed real estate.

Case studies:

• Real estate option purchase.
• Private placement.
• Notes, secured and unsecured.
• Real estate purchase using LLC or other entity.
• Overfunding of plan: penalties vs. opportunities.
• UBIT: Why it's a good thing!
• How to expand your business to include retirement investment options for clients.

PRIOR KNOWLEDGE REQUIRED:General understanding of retirement plans and investing.

Pricing is approximate, please call the University of Denver for more accurate pricing.