Selfdirected Iras

Name: Selfdirected Iras
Brand: Taylor & Francis Ltd
Price: 178.4 AUD
Availability: BackOrder

Investment, Marketing, And Trust Administration Strategies

By: Jerome R Corsi

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Hardcover | 7 November 2024

At a Glance

Hardcover
157 Pages

Dimensions(cm)
22.8 x 14.8

Hardcover

RRP $252.00

$178.40

29%OFF

or 4 interest-free payments of $44.60 with

Available for Backorder. We will order this from our supplier however there isn't a current ETA.

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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