Description
Learn the key techniques and risks for investing IRAs and qualified plan rollovers.A small but evergrowing number of IRA owners and recipients of qualified plan rollovers have left the beaten track of commodity custodians and mutual fund investments and have invested directly in real estate and small businesses. Other IRA owners want to invest in private placements, startup ventures, precious metals, or cryptocurrency. While, perhaps surprisingly, much of this activity is safely within the boundaries of what is permissible under the IRA rules, some are not, and the IRS has published very little guidance in the area, seemingly using sporadic litigation to mark out the boundaries of what is permissible. Learn the common investment scenarios in this area, the rules that apply to them, and the associated issues, uncertainties, and risks. This material will also review key court cases and other important developments guidance issued in this area.
Date: 2022-04-25 Start Time: End Time:
Learning Objectives