Education

Self-directed retirement plan investing is a new concept for many people. From our offices in downtown Chicago, we are working with individuals and groups of investors in both the U.S and internationally to learn the benefits and limitations of different types of plans; what you can do and what's prohibited; contributions and rollovers; and timeframes and tax implications.

We offer a variety of educational opportunities for individuals and groups to learn more about self-directed IRA investing. From private consultations, informal presentations and classroom training courses, Chicago Trust Administration Services – CTAS - offers an educational option to fit your need.

Consultations

“Yes You Can” use your IRA/401k to invest in real estate, notes, private placements and other qualified investments, but does it make sense?

CTAS can offer clients specific assistance in structuring their IRA investments. We work with you to coordinate your team of legal and financial professionals. We can help expedite your "teams" understanding of the issues that impact IRA investing and IRS compliance.

Here are some of the common dilemmas facing IRA/401(k) investors:

• How do I bring in partners and outside money sources?
• Do my decisions in setting up my account today make sense for the ultimate direction of my investments?
• How can I tie together the four areas of consideration with IRA/401k investing?:
  1. Appropriate investments
  2. Appropriate partners and participants
  3. Appropriate cash sources
  4. Appropriate legal structure

Solutions and Resources for IRA/401k investors

We don’t tell you what to invest in. That’s your decision. Every investment is unique. Every investor has specific requirements.

Why not leverage our expertise and accelerate your learning curve? We are here to assist you with solutions and resources for your unique self-directed investment. It’s what separates CTAS from the rest.

Schedule a Consultation

Private consultations are available by appointment in our office or via telephone. To schedule a free 20 minute consultation session, please contact us at 312-819-0960 or drop us an e-mail at admin@chicagotrustadministration.com. Please indicate what would be a good date and time for you.

Training

CTAS offers in-depth, half- and full-day workshops for investors and investment professionals. Regularly scheduled classes are held at DePaul University, Department of Continuing Education. Steve Miszkowicz is a certified continuing education instructor in the state of Illinois. He teaches both beginning and advanced classes in self-directed investing through DePaul University. Please contact this office for class schedules.
Seminars and workshops can be tailored to fit the needs and special interests of every investor group. Registration information is available by calling (312) 819-0960 or emailing admin@chicagotrustadministration.com.

Presentations and training sessions are currently being scheduled. Please contact CTAS for details.