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Investments for Self-Directed IRAs (Advanced)

FIELD OF STUDY: Administrative Practice: Personal Financial Planning
OBJECTIVE: This program will take the self-direction of IRAs and ¤ 401(k) accounts to the next level by providing in-depth analysis of court cases and IRS advisory opinions, abusive Roth transactions, and UBIT calculation and mitigation. The class will help participants advise clients how to get more out of their IRA accounts.
PROGRAM HIGHLIGHTS: Detailed, interactive examples of debt-financed investment transactions; analysis of impact on operating investment return and impact on capital gains (UBIT). Analysis of different strategies to reduce long-term impact of UBI. Prohibited transactions: In-depth examples of where you can go wrong. Review of Swanson decision and the future of "IRA checkbook control." The new Roth § 401(k) option. The Rollins case and its impact on the definition of a disqualified person. How to analyze the "sophisticated clients" IRA investment strategy. New court cases and advisory opinion letters. Abusive Roth transactions. Real Estate IRA examples.
PRIOR KNOWLEDGE REQUIRED: Basic knowledge of self-directed plans and ERISA rules.

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