Self-Directed IRAs and Unusual Investments: Prohibited Transactions, RMDs, Valuation Issues, and Correcting Errors
Recording of a 110-minute CPE webinar with Q&A
This webinar will detail self-directed IRA (SDIRA) requirements, including allowable investments, required minimum distributions, valuation issues, and prohibited transactions. Our panel of federal tax experts will review relative court cases and PLRs and offer advice for correcting past IRA errors.
- SDIRAs: introduction
- Unusual investments
- Valuation issues
- Prohibited transactions
- Required minimum distributions
- Correcting IRA errors
- Court cases and PLRs
- Best practices
The panel will review these and other critical issues:
- What types of investments cannot be contributed to an IRA?
- What valuation methods are used to correctly determine the year-end values of unusual investments in IRAs?
- Caveats and considerations of holding real estate in an SDIRA
- Maintaining necessary liquidity in an SDIRA
- What transactions are prohibited for IRAs and SDIRAs?
Mr. Bergman is a the founder and CEO of IRA Financial Technologies, a custodian and leading provider on self-directed... | Read More
Mr. Bergman is a the founder and CEO of IRA Financial Technologies, a custodian and leading provider on self-directed retirement plans. He is also the owner of two leading pension administration IRA Financial Group and IRA Financial Trust are the market's fastest growing providers of self-directed retirement plans. Mr. Bergman is the author of 8 books on self-directed retirement plans and a leading voice in the self-directed retirement market. He is a frequent contributor to Forbes.com and is a member of the Forbes Finance Council. Mr. Bergman has been interviewed on CBS News and has been quoted in over one hundred and thirty major news publications—among them Businessweek, CNN Money, Forbes, Bloomberg, USA Today, and American Lawyer—in the area of retirement tax planning.Close
Richard K. Matta
Groom Law Group
Mr. Matta's experience includes advising large plan fiduciaries, financial institutions and investment... | Read More
Mr. Matta's experience includes advising large plan fiduciaries, financial institutions and investment professionals in connection with the structuring and marketing of investment products and financial services to benefit plans and other tax-exempt investors. Mr. Matta focuses on the intersection of ERISA Title I (and similar laws applicable to governmental plans) with securities, tax, corporate and banking laws as they relate to financial products and financial services.Close