ESTATE PLANNING COUNCIL OF NORTHERN NEVADA

With a self-directed IRA, the individual has complete control over selecting and directing his or her individual retirement account investments.  One of the biggest advantages of a self-directed IRA is that it offers you the ability to purchase other assets outside of the equity markets such as:

• Real Estate

• Trust or mortgage deeds

• Precious metals

• Closely-held stock

• Private LPs and LLCs

• Promissory notes and corporate debt

However, do you know how to administer a self-directed IRA?  Are you aware of the potential pitfalls if it is not properly administered?  What should you do if your client made a mistake in administering a self-directed IRA?

Deb will discuss what you need to know about self-directed IRAs.  She has over 20 years of experience in the financial services industry specializing in qualified plans, self-directed IRA’s and pension administration.  Her expertise is in the qualified and non-qualified plan space.  Deb is a member of the Southern Nevada Estate Planning Council, the Las Vegas PBS Women’s Engagement Council, ASPPA (American Society of Pension Professionals and Actuaries) since 1999 and the Gift Planning Advisors Board.

Deb earned her Bachelor of Science Degree in Management Information Systems from Buena Vista University in Storm Lake, Iowa.  Her professional accreditations include QKA (Qualified Pension Administrator), and CISP (Certified IRA Services Professional).  She also holds her series 7, 63, 65 securities licenses.