Join us for the next Advisor's Forum Webinar.
This program is free, without obligation, and is approved for continuing education credits*. It is designed to help you learn how the advisor team can collaboratively and effectively develop strategies for clients.
Alternative Investments in IRAs
This webinar discusses the possibilities and prohibitions involved when investing in alternative assets within an IRA or qualified retirement plan.
- The four types of IRAs
- Individual 401k plans, reviewing contribution limits, transferability and eligibility rules
- Definition of a self-directed IRA and the opportunities of self-direction
- IRS rules, including disqualified parties and the potential prohibited transactions from the activities of these disqualified parties in relationship to plans and plan assets
- Some of the more popular categories of alternative investments
Presented by: Glen Mather
Lunch will be provided.
*One Certified Financial Planner (CFP®), 1 CPE and 1 CLE credit will be available.
Risks for investing in Alternative Investments, in addition to other risks, may include increased volatility, or highter standard deviation of returns, time horizone risk, risks assoiated with rapid trading and low tax efficientcy, and managmenent issues. Neither Securian Financial Services, Inc. nor Evershore Financial Group are affiliated with the Estate Planning and Legacy Law Center, or Randy Gardner. EM 14-0407 DOFU 03/2014 878960
When & Where
Evershore Financial Group
Evershore Financial Group offers securities and investment advisory services through Securian Financial Services, Inc., member FINRA/SIPC. Evershore Financial Group is independently owned and operated.
Speakers and hosts of any outside events may not be affiliated with Securian Financial Services, Inc. or Evershore Financial Group. Securian Financial Services, Inc. and Evershore Financial Group do not offer tax or legal advice. You should consult your tax and/or legal advisor regarding your own situation. Securian Financial Services, Inc. and Evershore Financial Group make no representation as to the completeness or accuracy of the information provided and disclaims any responsibility for, or endorcement of, the recommendations made or content included in an unaffiliated party's presentation.
Evershore Financial Group is headquartered in Palm Beach Gardens: 3300 PGA Boulevard, Suite 100, Palm Beach Gardens, FL 33410. 800.936.4310. EM 12-0095 DOFU 05/2012 503318