Alternative Investment Issues and Prohibited Transactions
As individuals try to maximize the investment return in their IRAs, financial organizations are being asked about more creative and unique investment options. This course reviews the variety of permissible IRA investments and how various investments work. It also provides the latest reporting requirements for these hard-to-value assets and an overview of the complex prohibited transaction rules. We will also discuss what can go wrong—and what happens when something does go wrong.
|Online||October 25, 2018||$199|
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We have some of the industry’s top ERISA-trained consultants who have specialized in retirement and savings plans for over 35 years.