Selfdirected Iras: Investment, Marketing, and Trust Administration Strategies

by Jerome R. Corsi

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...

• Format: Hardcover
• Language: English
• ISBN: 0367287048
• ISBN13: 9780367287047
• Release Date: December 2020
• Publisher: Routledge
• Length: 157 Pages