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General Meeting: Self Directed IRA Custodian v. Checkbook Control

Self Directed IRA Custodian v. Checkbook Control

Date: Wednesday, April 17, 2013
Location: The New Yorker Hotel, 481 8th Avenue (@ 34th Street), New York, NY 10001
Time: 6:00PM – 10:00PM
Costs: $20.00 Members / $40.00 Guests

NOTE: This meeting is the 3rd Wednesday, instead of our normal 2nd Wednesday due to a scheduling conflict. Please make note of the change.

Register Today!

Come learn how The Ultimate Checkbook IRA provides investors with the most robust investing platform, including no-fee transactions and Real Time Investing.

Did you know you had a choice between a Self Directed IRA Custodian and Checkbook Control?

The Checkbook IRA is a specialized platform that takes the standard self-directed IRA to the next level by giving it the power of Checkbook Control. In a standard self-directed IRA utilizing the custodian model, investors have to go through the custodian for every transaction that they execute. That means that if you want to purchase an asset, sell an asset, perform routine maintenance, or interact in any way with the IRA's assets, a form must be sent to the custodian so that the custodian can execute the action. Then, in accordance with the requested action, the custodian charges a task specific fee. This model is time consuming, filled with paperwork hassle, and expensive due to the ever-present fees. The Checkbook IRA keeps the best part of a self-directed IRA, (i.e. the ability to purchase alternative assets,) and streamlines it by getting rid of the paperwork and the fund-crushing fees.

Ultimate Real Estate IRA, view video here:

The presentation will give a comprehensive overview of the self-directed process. Participants will come away with a grounded knowledge of the following concepts:

• The differences between the various self-directed platforms. (i.e. Custodian v. Checkbook Control)
• How to place investments with the Checkbook Control model.
• Prohibited Transactions and other potential pitfalls
• Applicable rules and regulations
• A specific grounding on investing in Real Estate with a self-directed platform. We'll cover tax implications, property handling and maintenance, and tips for success as

CE Credit
Approved CE credit is available for CPAs and CFPs. Please let us know if you are a CPA or CFP and would like to take advantage of this opportunity.

About Speaker
Daniel Sentell is a well-known renaissance professional who has developed communications platforms for companies across the business spectrum. He currently serves as Director of Communications for Broad Financial, where he specializes in educational programs and media pieces on the topic of self-directed IRAs. He has written the soon-to-be-published The Broad Financial Guide to Self Directed Retirement Investing. When he's not elucidating the self-directed process, Daniel spends his time at home with his family in Monsey, NY.

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