Conference Materials


IRA’s - Unique Assets and Other Current Risk Issues

Wednesday, April 25, 2018 2:30 PM - 3:30 PM


Katie Jaskinia

Retirement Services
San Antonio, Texas

Speaker Bio

Session Description

This session will look at how to identify the most common pro- hibited transactions within an Individual Retirement Account, the unique assets involved, and how to mitigate the associated risks. Together, we will do a deep dive into the issues of holding alternative investments in an IRA such as “sweat equity.” We will end our discussion with a review of best practices in the ever challenging environment of retirement savings as it relates to the DOL Fiduciary Rule impact and other regulatory topics.

Session Material

IRA’s-Unique Assets and Other Current Risks