Using Non-Traditional Assets in Self-directed IRAs

The uncertainty of social security and the stock market coupled with diminishing pension plans has investors looking to further diversify their retirement assets. This session guides the professional through a solution for their clients: self-directed IRA investing in alternative investment options such as real estate, tax liens, deeds and mortgages, promissory notes, private placements and entities. This session covers all the benefits, the do's and don'ts, processes and real case studies.
· Overview of alternative investment types and how you can further diversify your client’s retirement portfolio beyond the stock market.
· IRS rules and disqualified individuals, prohibited transaction considerations, procedures and special circumstances to be aware of so that investing in alternative assets not only provides strong returns but is also within IRS guidelines for your clients.
· Completing self-direct investments in 5 simple steps.
· Unique applications including how to assist clients with creating their own private bank.
· Understanding non-recourse lending in your client’s IRA.
· The importance of having investment exit strategies.