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Self Directed IRA's
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Self Directed IRA's

2/3/2012
When: February 3, 2012
9:00 AM to 12:00 PM
Where: Orlando Regional REALTOR® Association
1330 Lee Road
Orlando, FL  32810
United States
Contact: Professional Development Department

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Your choice, your future.

The largest benefits of a self-directed IRA or real estate IRA is that you can invest in what you know and have complete control over selecting and directing your own individual retirement account or 401k investments. Once established, your account can buy real estate, notes, limited partnerships, commercial paper and many other types of assets. With a self-directed individual retirement account or real estate IRA, you make all of the decisions regarding your investments.

Learn advantages of an IRA:
  • Types of plans
  • Roth vs. Traditional discussion
  • Roth conversions
  • Types of employer plans
  • The Tools: SEP/SIMPLE/Individual(k)
  • Why are Individual(k) Plans so appealing?
  • Roth Individual(k)
  • Rollovers and transfers (IRAs)
  • What does a Self-Directed IRA Administrator do?
Enjoy the freedom to invest in what you know and understand.


INSTRUCTOR

Jason DeBono, CISP
General Manager
Entrust Administration Services, Inc.

Jason is a graduate of the University of Central Florida and holds a Certified IRA Services Professional designation from the Institute of Certified Bankers. He has appeared as a guest speaker across the state for various attorneys, CPAs, tax advisors, real estate professionals, mortgage professionals and investors. Jason has been cited on the subject of self-directed IRAs in various publications throughout Florida including the Jacksonville Business Journal and the Orlando Business Journal.


CE CREDITS
3 CE credits
Course provided by Entrust Administration Services, Inc.


Business casual attire requested for education programs

FEES
ORRA Members: $15
Non-ORRA Members: $30
On-site: Registration Fee + $15
Download the Brochure
Phone: 407.513.7268
Fax: 407.513.9120



ATTENDANCE POLICY

In order to receive "CE" credits for any continuing education class(es), attendees must:
  • Be physically present for the entire program from beginning to end;
  • Sign any/all morning or afternoon attendance sheets; and
  • Refrain from using cell phones and laptops, except during designated break times.

Registration fees shown are for ORRA members who pre-register. Registration for non-ORRA members (members of other associations) is an additional fee of $15 (unless otherwise noted). On-site registrations will incur a fee of $15 in addition to the applicable registration fee.

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