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For 40 years, The Entrust Group has provided account administration services for self-directed retirement and tax-advantaged plans. Entrust can assist you in purchasing alternative investments with your retirement funds, and administer the buying and selling of assets that are typically unavailable through banks and brokerage firms.
This course provides an in-depth examination of prohibited transactions for IRAs (Individual Retirement Arrangements) and other tax-preferred accounts. For companies that establish and maintain these accounts, or advise investors that use them, this training helps professionals develop expertise in handling prohibited transactions.
In this advanced course, you will learn:
Through the American Bankers Association, we are approved to provide CE credits for the following designations:
At checkout, you will be asked to create an account if you do not already have one. Once you sign in and complete the purchase, you will have immediate access to the course content. You will also receive a welcome email with a link for subsequent sign-ins when you create an account.
