Portland, ME Kingdom Trust ALT Academy learn the ropes of alternative investing with a Self-Directed IRA on Thursday October 27 at Bruno’s Restaurant
33 Allen Ave.
8:30 am: coffee/muffins
9 am-12 pm: ALT sessions
12-1 pm: sponsored lunch
Click here to register
The ALT Academy series highlights alternative (or “alt”) investing and alternative options to traditional fund and asset custody.
The ALT learning sessions will provide opportunities for professionals to discover new ways to attract investors and raise capital, and for investors to discover new ways to use retirement funds to invest outside the traditional stock market.
Session segments will include an overview of Self-Directed IRAs (IRS regulations, permitted investments, motivating factors, leveraging an IRA to own real estate, private lending via an IRA, and more); prohibited transactions, disqualified persons, self-dealing, and plan asset rules. Sessions will also include real case scenarios and Self-Directed IRA testimonials.
