Save this date: Wednesday, October 26, 2011
Self-Directed IRAs, Roth IRAs, SEP IRAs, Solo(k) Plans and the like are a huge untapped capital market for alternative asset investments. Are you up to speed? If you’re not, or you’re not sure, or you just want to brush up, you should attend:
ADVANCED TRAINING IN SELF-DIRECTED RETIREMENT ACCOUNTS™
October 26, 2011, 8:30 AM to 4:00 PM
Presented by:
Frank L. Bridges, J.D.
Sponsored by:
HeritageDesign™ Law Group LLC
Special Luncheon Provided by:
PENSCO Trust Company
At The Learning Center, 199 Wells Avenue, Suite 302, Newton, Massachusetts.
This seminar is a must for:
- Registered Investment Advisors who want to help their clients invest retirement funds in alternative assets and learn how this untapped private capital market fits into their practice (even if they have a broker-dealer);
- Accountants who want to gain confident expertise to advise their clients in this developing area (Continuing education credits available);
- Real estate professionals who want to use this untapped capital source to facilitate real estate deals;
- Entrepreneurs and private offering organizers who want to learn how to attract and work with self-directed retirement account investors;
- Bankers who want to attract more business accounts;
- Investors who want to diversify their retirement savings with alternative assets.
Content Summary:
- Part 1 – The basics – What you can do with a self-directed retirement account (e. g., types of accounts, investment policy and diversification, mechanics of setup…)
- Part 2 – Rules of the Road (e.g., prohibited transactions, disqualified persons, plan asset rules, operating companies, co-investing and enabling, fiduciary duties…)
- Part 3 – Successful Venture Design and Implementation (e.g., investment return and UBIT, management and governance issues, private offerings to SDRA™ investors, valuation and the “Supercharged” Roth conversion, practical considerations…).
- Part 4 – Planning for SDRA™ Investors (e.g., special retirement and estate planning issues, business succession issues, buy-outs and business exit strategies)
Case studies will be used to illustrate key issues and solutions.
About Mr. Bridges: Mr. Bridges, a nationally recognized expert on self-directed retirement accounts, offers years of case experience and, as an estate planner, a unique perspective on the topic. You will especially enjoy his entertaining lecture style and his passion for the subject.
PENSCO Trust Company, one of the leading specialized custodians for self-directed retirement accounts, will provide lunch and information about their institutional platform for advisors.
SEATING IS LIMITED. This seminar is limited to 20 participants, so reserve your seat now!
To reserve your seat send an email to asweeney@hdlawgroup.com with the subject “SDRA Seminar Reservation” and your contact information. We will send you information on how to register.
Registration Fee: $95
For more information, contact:
Alicia Sweeney, Program Coordinator
HeritageDesign™ Law Group LLC
199 Wells Avenue
Suite 302
Newton, MA 02459
617-630-5700
617-630-0003 (Fax)
www.heritagedesignlaw.com
More and more investors are learning about the value and power of investing in real estate and other non-traditional investments through self-directed IRAs. Click 
amounts in a traditional IRA to amounts in a Roth IRA. Amounts from a SEP-IRA or a SIMPLE IRA also may be converted to a Roth IRA, but a conversion from a SIMPLE IRA may be made only after the 2-year period beginning on the date on which the taxpayer first participated in any SIMPLE IRA maintained by the taxpayer’s employer.
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