A Self-Directed IRA gives you the opportunity to make investment decisions in areas based on your knowledge and expertise. From real estate to private lending, you can choose from a wide variety of different types of investments allowed.
"For almost 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."
Unrelated Business Income Tax (UBIT), is a tax the IRS imposes on certain types of investments owned by tax-exempt entities and retirement plans, such as IRAs and qualified plans. A type of UBIT is UDFI, or unrelated debt-financed income. UDFI is generated when an IRA acquires a loan to purchase an investment. How and when are these taxes imposed? Tune into our webinar to find out.
Earn continuing education credits and take the CISP exam
Stay competitive and learn about IRAs in depth by attending this week-long course. John Paul Ruiz, a 25-year veteran in the retirement space will be teaching this course to provide professionals with the education they need to better serve their clients.