Education

As the provider of hundreds of Continuing Education Courses for CPAs, Attorneys, Financial Planners and Real Estate Professionals, we recognize there is a lot of information published on IRAs, most of which is freely dispensed on the internet.

We are absolutely convinced that the best IRA investor is the one that is fully informed, both as to the viability of the investment, and the rules and regulations of an IRA.

As a self-directed IRA holder, the client has the complete responsibility to do the due diligence on the investments, selecting those that meet the risk tolerance and returns desired by the investor. A separate yet important task is to invest the IRA in such a way that it will not cause a prohibited transaction to arise, unplanned tax liabilities to accrue, or ownership issues that may constrain future transactions.

Take advantage of the wealth of information provided on our site to both ignite your imagination as to the possibilities and power of self-direction, as well as understand the boundaries established by the IRS and the Department of Labor.

If you prefer to read, go to the code and publication sections of the IRS. If you would rather learn through a more visual media, just click on a short video – tailored specifically to a topic. Either way, you will be enhancing your ability to take control of your retirement by using your IRA knowledge to your advantage.