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IRA Institute Advanced Self-Directed IRA class

The Retirement Industry Trust Association (RITA) is proud to sponsor the RITA IRA Institute, A Focus on Self-directed IRA Administration and Investments.  The IRA Institute is an advanced self-directed IRA class which is the only one of its kind in the self-directed retirement industry. It focuses on learning about alternative assets in IRA accounts such as precious metals, real estate, LLCs, promissory notes, and private stock, UBTI, regulatory examinations, required disclosures, Bank Secrecy Act and Anti-money Laundering requirements, industry best practices, and includes tips on fighting fraud in the IRA workplace.

This class is two (2) full days of hands on training including group interaction and problem solving.  The faculty of the IRA Institute include industry professionals with practical experience, ERISA attorneys, and recognized national experts.  The qualifying exam consists of 75 multiple choice questions and is given on the third day following the previous two days of class.

LEARN THE SELF-DIRECTED IRA RULES!

RITA Members

 

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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LEARN THE SELF-DIRECTED IRA RULES!
MAY 24-26, 2017
Las Vegas, NV

Learn the latest rules & regulations on self-directed IRAs at the RITA IRA Institute and earn your certification.

CLICK HERE TO REGISTER 

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LEARN THE SELF-DIRECTED IRA RULES!
SEP 6-8 , 2017
Westlake, OH

Learn the latest rules & regulations on self-directed IRAs at the RITA IRA Institute and earn your certification.

CLICK HERE TO REGISTER

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