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A self-directed IRA is a retirement account that allows accountholders to invest in alternative assets. It is a novel product, as most Americans hold their IRAs with large brokerage houses where they are limited to stocks, bonds, and mutual funds.

Join Daniel Gleich, CEO of one of the largest custodians for self-directed IRAs (SDIRAs), to learn will the benefits of the SDIRA, investment options, and some of the limitations to be aware of

Learning Objectives include:

  • How SDIRAs can benefit your clients
  • Cover SDIRA-appropriate assets
  • Explain some of the restrictions/limitations
  • How to open an SDIRA and how to vet custodians


*CE/CPE Eligible: 1 CE credit is available to subscribers with these designations: CFP, CLU, ChFC and RICP. CPA subscribers will earn 1 CPE credits.

Field of Study: Specialized Knowledge

Prerequisites: There are no prerequisites for this session.

Advanced Preparation: None

Program Level: Basic

Delivery Method: Group Internet Based

NASBA Approved

Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

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