Read Selfdirected Iras: Investment, Marketing, And Trust Administration Strategies

Selfdirected Iras: Investment, Marketing, And Trust Administration Strategies

Jerome R. Corsi

4.9/5 (20779 ratings)

Description: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.We have made it easy for you to find a PDF Ebooks without any digging. And by having access to our ebooks online or by storing it on your computer, you have convenient answers with Selfdirected Iras: Investment, Marketing, And Trust Administration Strategies. To get started finding Selfdirected Iras: Investment, Marketing, And Trust Administration Strategies, you are right to find our website which has a comprehensive collection of manuals listed.
Our library is the biggest of these that have literally hundreds of thousands of different products represented.

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Format: PDF, EPUB & Kindle Edition

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ISBN: 100031121X

Description: 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.We have made it easy for you to find a PDF Ebooks without any digging. And by having access to our ebooks online or by storing it on your computer, you have convenient answers with Selfdirected Iras: Investment, Marketing, And Trust Administration Strategies. To get started finding Selfdirected Iras: Investment, Marketing, And Trust Administration Strategies, you are right to find our website which has a comprehensive collection of manuals listed.
Our library is the biggest of these that have literally hundreds of thousands of different products represented.

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Selfdirected Iras: Investment, Marketing, And Trust Administration Strategies

Selfdirected Iras: Investment, Marketing, And Trust Administration Strategies

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