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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.


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.

Las Vegas, NV
May 8-10, 2019

Newark, NJ
Sept 4-6, 2019

More information coming soon!

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.