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Steps to Purchasing Real Estate, Notes and Private Stock within your IRA

Time is money and this class is for those who are looking to understand how to fill out the paperwork, forms, and applications with Entrust Retirement Services, Inc. to cut down the time it takes to conduct a transaction and/or get money out of their current custodian and over to Entrust. We will walk you through the basics from filing out the paperwork to open an account, how to fill out buy direction letter, proper vesting of assets in your IRA and when it would be proper to use a payment authorization letter. Here is your chance to meet the people and ask questions of those who will be helping you conduct your transactions.

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