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(800) 425-0653

Address 13191 Starkey Rd. Suite 9
Largo, FL 33773
Phone Number (727) 581-9853
Fax Number (866) 385-6045
Toll Free Number (800) 425-0653
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Entrust of Tampa Bay, LLC

Announcements

Entrust of Tampa Bay is now on Facebook, Twitter and Meetup!  To stay informed of our upcoming events, special news and insights connect with us by clicking on the links below

 

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IRAQI DINARS IN YOUR IRA?

Yes, it is possible to purchase Iraqi Dinars within your self-directed IRA account! Using an IRA account to purchase the dinars will allow you to realize any gains from revaluation of the currency within your IRA account on a tax-deferred basis (or tax-free basis if you use a Roth IRA). Contact us today for more information about using an IRA to purchase this unique investment opportunity.

 

TIME IS RUNNING OUT TO CONVERT!  

Changes to the tax code have made it easier for all individuals to convert funds from Traditional IRAs and 401(k) accounts to a Roth IRA. However, some of these changes are only in effect until December 31st of 2010. Don't procrastinate and miss out on the opportunity to take advantage of the one-time changes!

 

Contact Entrust today to find out what is needed to convert your Traditional IRA account to a Roth IRA, and begin growing your account tax-free!  For your convenience, you can also view our recorded webinar below on the 2010 Roth IRA Conversion Rule Changes.

  

Listen to One of Our Educational Webinars:

 

Year of the Roth Webinar: In this webinar, we discuss the rule changes for converting to a Roth IRA in 2010. There are tremendous opportunities in 2010 to convert your Traditional IRA to a Roth IRA, and this webinar will discuss the specific changes to the law that are unique for 2010. We also discuss some of the factors that go into deciding whether or not to convert in 2010, as well as the process involved if you do decide to make the conversion. Please click the link below to listen!

 

https://cc.readytalk.com/play?id=4ejff

 

Basics of Self-Directed IRA Webinar: Please click the link below to listen to a webinar that outlines many of the basics of investing with a self-directed IRA. The topics covered include the types of accounts that can be self-directed, the IRS rules on prohibited transactions for IRAs, and also case studies are presented that demonstrate how the process works when investing with a self-directed IRA. At the end of the recording, you will be given information to contact us as well so that you can ask any questions that you may have while watching the webinar.

 

http://cc.readytalk.com/play?id=9cpxny

 

John Schaub Webinar: Make sure that you listen to this short webinar featuring real estate investing expert John Schaub. John conducted a three-day seminar earlier this year in Sarasota, FL, and prior to that event, he shared his views on today's real estate market and took a few questions from the live participants as well.  Click the link below to listen!

 

https://cc.readytalk.com/play?id=3pk2qf

 

Defined Benefits Plans (Part 2): Click the link to listen to Part Two of our series on Defined Benefits Plans. In this session, Mike Hajek, of Hajek and Hajek CPAs, shows real world examples of how Defined Benefits Plans work and how they can benefit business owners. Don't forget to listen to Part One of the series as well. Please click on the link below to listen to the webinar.  

 

https://cc.readytalk.com/play?id=cerykb

 

Defined Benefits Plans (Part 1): Click the link below to listen to Part One of our two-part series on the beneifts of Defined Benefits Plans. In Part One, Mike Hajek, of Hajek and Hajek CPAs, explains many of the basics of Defined Benefits Plans and how incorporating them into your business model can not only beneift you down the road by saving for retirement, can also greatly benefit your business now.

 

https://cc.readytalk.com/play?id=ax87sh

 

Hear it from the Expert! Our manager, Jack Callahan, recently was on the radio talking about self-directed IRAs and how to utilize retirement funds when investing in real estate and other non-traditional assets.

Click here to listen to Jack Callahan on Tampa Bay Tomorrow.

 



About Our Office

Entrust of Tampa Bay LLC helps clients maximize the wealth building potential of their self-directed retirement accounts by providing premier educational programs and outstanding client service. Our educational programs include a cutting edge curriculum designed to make self-direction easy and empowering. We offer programs for the individual investor as well as CE/CPE approved courses for CPAs, Financial Planners, Real Estate Professionals, Attorneys and other Trusted Advisors. Our staff is highly trained and eager to assist you and make your self-directed experience as simple as possible.

About Our Principals

Jack Callahan and Doug Davenport bring a wealth of knowledge and experience to our team. Jack is an attorney and Certified Financial Planner certificant who specializes in advising small business owners and real estate professionals. Doug Davenport brings over 25 years of experience as a Real Estate Investor and is the owner of a well-known tax and accounting firm. Their combined knowledge of real estate, retirement planning, and IRS rules and regulations will benefit those in the Tampa Bay area who wish to self-direct their retirement plans with investments they know, identify and control. Doug, Jack and their staff look forward to assisting you in achieving your goals through a self-directed retirement plan.

 

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