Selfdirected Iras

Investment, Marketing, And Trust Administration Strategies

Jerome R Corsi author

Format:Hardback

Publisher:Taylor & Francis Ltd

Published:7th Nov '24

Currently unavailable, and unfortunately no date known when it will be back

Selfdirected Iras cover

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.

ISBN: 9780367287047

Dimensions: unknown

Weight: unknown

157 pages