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.
- ISBN10 0367287048
- ISBN13 9780367287047
- Publish Date 18 December 2020 (first published 17 January 2020)
- Publish Status Active
- Publish Country GB
- Publisher Taylor & Francis Ltd
- Imprint Routledge
- Format Hardcover
- Pages 157
- Language English