Self-Directed IRA Investment Options & Rules for Today's Market
Friday, October 23, 2020, 1:00 PM - 2:00 PM, ET
Presenter: Mathew N. Sorensen, JD

The current stock market volatility and historically low-interest rates have made alternative investments in self-directed IRAs even more attractive. Mat Sorensen, Attorney, and CEO of Directed IRA & Directed Trust Company, will discuss common self-directed investment options that are popular in today's challenging market. 

Attendees will learn about:

  • Common investment structures, documents, and entities to use (LLC, LP, Corp)
  • Navigating Prohibited Transaction Rules Under IRC Section 4975
  • Avoiding or Minimizing unrelated business taxable income IRC Section 511 (UBIT)  

This webinar is complimentary for all WealthCounsel Subscribers.

Regular Price: $129 | Trusts & Estates Price: $0 | Gun Law Price: $0 | Business Law Price: $0 | Practice Development Price: $0

1.0 credits
States Pre-Approved: AR, CA, ME, MO, NJ, NY, OH, OK, PA, TX, VT (AK, AZ, CT, NH eligible to claim credit)
States Pending Approval: GA, IL, KS, NC, UT

Program Knowledge Level: Intermediate
Delivery Method: Group Internet-Based
Recommended CPE Credit: 1.0 
Field of Study: Taxation
Prerequisites: JD
Advance Preparation: None
Review Date: 10/16/2020

WealthCounsel LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBA Sponsor ID 108255. We have registered with the Texas State Board of Public Accountancy as a CPE sponsor. This registration does not constitute an endorsement by the Board as to the quality of our CPE program. Texas State Board Sponsor ID 9610.

In order to be awarded the full credit hours, you must be present during the entire program.

For information on refunds, concerns, and program cancellation policies, please contact our offices at 888-659-4069, ext 818 or