Employee Benefits Academy Webinar Series – Growing the Dream through Self-Directed IRAs: A Design Discussion

Thursday, September 23, 2021
10:00–11:00 am CT | 11:00 am–12:00 pm ET

Self-directing an IRA to invest in certain unique assets (e.g., an LLC) can create a powerful return. But there are rules that must be followed in order to be successful under the regulatory regime. The purpose of this discussion is to lay out the framework of the rules governing self-directed IRAs, including:

Design thoughts when navigating the prohibited transaction rules
The possible use of a tenants in common structure to avoid becoming a “disqualified person"
Possible valuation issues at the IRA custodian level
Design ideas to avoid unrelated business taxable income
And more

Speaker:

Anthony J. Eppert, Partner

Hunton Andrews Kurth LLP will seek CLE credit for this program in CA, FL, GA, NC, NY, TX and VA. Credit hours are not guaranteed and are subject to each state’s approval rules. Please be aware that due to various state bar closures, CLE accreditation will be delayed for the foreseeable future.

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