Coronavirus (COVID-19) News and Resources
Coronavirus (COVID-19) Webcasts
Subscribe to Free Daily Newsletters
Post a Job

Featured Jobs

Retirement Plan Administrator

Steidle Pension Solutions, LLC
(Lebanon NJ)

Steidle Pension Solutions, LLC logo

Retirement Plan Consultant

DWC - The 401(k) Experts
(Telecommute)

DWC - The 401(k) Experts logo

Senior Plan Consultant

Jocelyn Pension Consulting
(Telecommute / San Rafael CA / Boulder CO)

Jocelyn Pension Consulting logo

Director of Regulatory Affairs

Health Plans Inc
(Westborough MA)

Health Plans Inc logo

Retirement Plan Administrator

SPS
(Telecommute)

SPS logo

Free Daily News and Jobs

“BenefitsLink continues to be the most valuable resource we have at the firm.”

-- An attorney subscriber

Get the BenefitsLink app LinkedIn
Twitter
Facebook
Webcasts  >  Upcoming, by Date   |   Recorded
Conferences  >  Upcoming, by Date   |   Upcoming, by State
Combined  >  Upcoming, by Date   |   Recorded or Upcoming, by Sponsor

View More American Bar Association Joint Committee on Employee Benefits [JCEB] Webcasts and Conferences

Nontraditional or Alternative Assets Held in IRAs

American Bar Association Joint Committee on Employee Benefits [JCEB]

Apr. 19, 2018
Recorded Online
Webcast

For tax year 2011, the Government Accountability Office estimated 43 million taxpayers had IRAs worth $5.2 trillion. The GAO estimated that in 2014, IRAs resulted in Treasury foregoing $17.45 billion of tax revenue. In addition to the huge sums poised for generational transfer, the rules for structuring IRA beneficiary designations have been shifting sands, with more changes proposed. This session will explore the planning opportunities with IRAs, and explain the rules that must be safely navigated, particularly as it relates to alternative investments by IRAs in private equity and real estate. We will explore the recent enforcement trends from the Internal Revenue Service, including case law relating to prohibited transactions.

Moderator: Henry Talavera, Polsinelli PC, Dallas, TX
Panelists:

  • Mark R. Parthemer, Bessemer Trust, Palm Beach, FL
  • Marc Purintun, Williams Mullen, Richmond, VA
  • Lori Oliphant, Winstead PC, Dallas, TX 

More Information, How to Register

© 2020 BenefitsLink.com, Inc.