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The RITA IRA Institute in May of 2019

The Retirement Industry Trust Association (RITA) is conducting the IRA Institute. This Advanced Self-Directed IRA class which is the only one of its kind in the self-directed retirement industry. Self-directed retirement professionals, registered representatives, brokers, real estate professionals, attorneys, CPAs and banking regulators should all attend.

We focus on alternative assets in IRA accounts, prohibited transactions, precious metals, real estate, LLCs, UBTI, audits, legal requirements for processing IRA accounts and how to reduce fraud in self-directed IRAs. Interactive small group work will enhance problem solving and learning about how to analyze specific technical concerns.

This class is 3 days with a 75 multiple choice question test at the end of the third day which can lead to earning a Self-Directed Industry Professional (SDIP) certification.

Register now!

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Post Election Implications for Retirement Plans

RITA invites you to participate in the upcoming webinar that will focus on what the effects of the mid-term election will have on the retirement industry.

Our Washington, DC attorney, Michael Hadley, Partner, Davis Harman, will give us his predictions as well as an update on current legislation affecting the self-directed retirement industry. You will be able to ask your questions during this 1 hour webinar which will give you 3 credit hours of continuing education credits for the RITA Self-Directed Industry Professional (SDIP) certification.

Hope you can join us!

 

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Tue, December 11, 2018

4:00 PM – 5:00 PM EST

Click here to register

The RITA INSTITUTE - FUNDAMENTALS TEST
RITA Members
RITA Non-Members

The IRA Institute is sponsoring the IRA Institute's Fundamental test. If you have alrady taken the IRA Institute's Advanced class, passed the test and have 2 years or more experience in the IRA industry, you can sign up to take the Fundamentals test. If you pass the Fundamentals test with a 75% or more grade, you will receive the Self-Directed Industry Professional (SDIP) certification. You can study for the test by using the IRS Publication 590.

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2019 IRA Institutes

Through classroom instruction, industry expert presentations, and breakout sessions, instructors will reinforce concepts to prepare students for the RITA Certified Self-Directed IRA Professional (SDIP) certification.

Newark, NJ
Sept 4-6, 2019

More information coming soon!