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Self-StudySELECT STARTING AT $49

On-Demand Webcast

Credits: 2

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$49
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Ins and Outs of Self-Directed IRAs (IOSD)

  • Customer Rating
  • Field of Study
    Taxes
  • Level
    Intermediate
  • Credits
    2
  • Qualifies for

    IRS

Overview

When clients ask tax practitioners about the tax ramifications of self-directed IRAs, they need to respond authoritatively to such questions. This program provides you with the knowledge to do just that. Often, self-directed IRAs result from a client’s desire to obtain a better financial return from an unconventional investment than would be available if the account were managed by traditional investment advisors. This program is vital if you wish to understand what a self-directed IRA is, what it does operationally, the kinds of investments it can make, and the relationships the IRA account owner can and cannot have with the account.

Major Topics:

  • Why IRA owners want to self-direct their IRA
  • Steps required to set up a self-directed IRA
  • The advantages and disadvantages of a self-directed IRA
  • What does the custodian of a self-directed IRA do?
  • What sort of investments may a self-directed IRA make?
  • Understanding  the self-dealing rules
  • New Tax Reporting Requirements

Learning Objectives

  • Advise clients with respect to the tax characteristics of a self-directed IRA
  • Advise clients with respect to how a self-directed IRA operates
  • Understand how a self-directed IRA owner may avoid the self-dealing rules

Who should take this course:

Designed for:

Any tax practitioner wishing to be current on all aspects of self-directed IRAs

Prerequisite:

A basic understanding of the Federal tax rules dealing with IRAs and qualified plans

Advanced Preparation:

None

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