Posted onNovember 2, 2015|Comments Off on Self-directed IRA Professionals Got the Inside Scoop…
Self-directed IRA Professionals Learned New Insights on Cybersecurity, Crowdfunding and the Fiduciary Rule at the RITA Conference in Las Vegas, October 22-23, 2015. You can read some highlights below.
The Self-directed IRA market increased approximately 5 percent over last year according to Mary Mohr, Executive Director. The total size of the IRA market is $7.4 trillion based on research from the Investment Company Institute.
Self-directed IRA’s are becoming more and more popular retirement savings vehicles and for some investors– a very smart solution. One speaker and former government employee, who served on the Senate’s Health, Education, Labor and Pension (HELP) Committee, shared how he discovered self-directed IRA’s from his Uncle who successfully invested in tax liens with his IRA. With the recent swings in the stock market, savers and investors want diversification within their retirement assets.
Timely topics and panel discussions directly with the regulators included crowdfunding and the re-proposed fiduciary rule, now known as the “Best Interest Contract.”
Mark your calendar for the next RITA conference which will be held in DC on March 20-23, 2016.
Comments Off on Self-directed IRA Professionals Got the Inside Scoop…
Posted onDecember 3, 2014|Comments Off on Alternative Assets Conference 2015 by RITA
Retirement Industry Trust Association (RITA) will be hosting it’s next conference in DC on March 23-24, 2015. You will learn the latest rules and updates regarding investing alternative assets in retirement accounts. Mary Mohr, Executive Director scours the country seeking the brightest minds in this narrow niche’ to share important data and industry trends with trust companies, TPAs, financial professionals and service providers. Attendees will gain access to DC influencers and have a chance to network with their peers in an environment that fosters open communication with challenging issues. Register Today!
This event is past.
Comments Off on Alternative Assets Conference 2015 by RITA
Attend the Alternative Asset Training Camp in San Diego. Buy your ticket now and Save up to $400 w/Early Bird Rate. Expires 9/30! Visit the Events page to learn more and register.
Attendees will receive a Free copy of the book, Ponzi-Proof Your Investments: An Investor’s Guide to Avoiding Ponzi Schemes and Other Fraudulent Scams, by Kathy Bazoian Phelps, Managing Partner, Diamond McCarthy LLP Los Angeles office and speaker at the upcoming RITA conference.
Join the leading experts and your peers in San Diego! You’ll learn the latest rules and regulations regarding alternative assets in retirement accounts. Click the appropriate links below to Register Now & Save $400 w/Early Bird Rate! RITA MEMBERS: NON-MEMBERS:
New topics include Bitcoin, Crowdfunding, DOL updates and Cyber Security just too name a few. Critical information for brokerage firms, trustees, custodians, accountants and valuation professionals will be presented.
“This is an opportunity to mingle with some of the nation’s top government officials responsible for policy and regulation related to retirement issues. Not to be missed by anyone in the retirement industry who wants to know the future before it happens,” according to RITA president, Tom Anderson.
Self-directed IRA Conference hosted by RITA in Austin, TX will reveal the latest news, trends and rules affecting this growing industry. Regulatory panel moderated by DENISE CRAWFORD, Former Texas Securities Commissioner will discuss:
√ Fraud trends from the perspective of state and local regulatory and law enforcement officials
√ Financial Literacy for Trust Companies: What You Need to Know
√ Crowdfund Investing updates and more!
Attend this premier industry conference and network with key decision makers and top industry experts. Register today!
RITA IRA Institute is proud to announce the next session will be in Denver, CO on May 21-23, 2013. The focus will be on Self-directed IRA Investments and Administration for professionals in this industry. View the video below to learn more and sign-up: