ABSTRACT
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
TABLE OF CONTENTS
section Section I|41 pages
Market Research
section Section II|15 pages
Regulatory Issues
section Section III|18 pages
Investment Strategies and Product Mix
section Section IV|25 pages
Case Studies
section Section V|14 pages
Trust Administration
section Section VI|25 pages
Product Positioning and Marketing