Self-directed Iras: Investment, Marketing, And Trust Administration Strategies
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- Synopsis
- 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
- Copyright:
- 1987
Book Details
- Book Quality:
- Publisher Quality
- ISBN-13:
- 9781000311211
- Related ISBNs:
- 9780429305795, 9780367287047, 9780367287047, 9780367302504, 9780367302504
- Publisher:
- Taylor and Francis
- Date of Addition:
- 07/30/20
- Copyrighted By:
- Taylor
- Adult content:
- No
- Language:
- English
- Has Image Descriptions:
- No
- Categories:
- Nonfiction, Politics and Government
- Submitted By:
- Bookshare Staff
- Usage Restrictions:
- This is a copyrighted book.