Date & Time
Friday, June 21, 2019, 3:15 PM - 4:45 PM
Name
Self Directed IRA, LLCs – Another Tool in your Estate Planning Tool Box
Description
Self-directed IRAs allow an IRA owner to direct the investment of their retirement money without a captive agent limiting their investment opportunities. This session will help you understand how you can assist IRA owners with establishing self-directed IRA accounts with custodians. Additionally, you will see how the self-directed IRA is enhanced through the use of an LLC, which you can then draft for your client.
Speakers
Thom Rogers JD CPA, Manager