Selfdirected Iras: Investment, Marketing, And Trust Administration Strategies

1st Edition

Jerome R Corsi

Routledge
March 31, 2020 Forthcoming
Reference - 157 Pages
ISBN 9780367287047 - CAT# K430253

USD$149.95

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Summary

First published in 1986. Self-direction is a simple idea, yet its delivery and administration raise many complex issues. To what extent does a bank or thrift offering securities products within the self-directed IRA take on an investment advice liability? How should the self-directed IRA be constructed? The product mix offered may have to be structured to reflect varying retirement savings strategies as well as customer preference for the degree of risk/reward acceptable in this portfolio investment The contributors to this book, who include bankers, consultants, and trust officers, as well as traditional competitors from the securities and financial planning industries, discuss the spectrum of issues affecting the self-directed account and trust administration.

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