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Timely Tips: Retirement Deadlines for Small Business Owners

The Entrust Group

Estimated reading time: 2 minutes, 30 seconds

Our timely tips are a great way to keep up-do-date with retirement deadlines that are important to self-directed IRA holders. Here you will find dates that are important for small business owners who hold the following plans: SEP, SIMPLE, and Individual 401(k) plans. Read ahead so you don't miss these deadlines:

Topics: Alternative IRA Investments, Small Business Owners, Plan Resources
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6 Financial Concepts Taught by American Presidents

The Entrust Group

Estimated reading time: 2 minutes 10 seconds

You don’t have to read far into The Art of the Deal to learn what drives President Donald Trump’s approach to finances and business. Its first line: "I don't do it for the money.  I've got enough, much more than I'll ever need. I do it to do it.  Deals are my art form.” Historically, presidents (and one founding father) have taken different philosophical approaches to finances.  In honor of Presidents’ Day, here is a sampling of their statements down the centuries on: 

Topics: Entrust News
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You Asked, We Answered: Decrease Your Taxes in 2017

The Entrust Group

Estimated reading time: 3 minutes, 30 seconds

For this month's webinar, we discussed ways to decrease your taxes in 2017. In addition, we discussed what the tax deadline means for IRA holders, how to make the most from your tax refund and contribution basics like limits and deadlines. Continue reading to see what investors had  to say during the live Q&A:

Topics: Alternative IRA Investments, Contributions, Self-Directed IRA Plans
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African-Americans Have Less Retirement Savings, Study Says

The Entrust Group

Estimated reading time: 2 minutes, 30 seconds

The contributions African-Americans have made to US history deserve to be honored every month of the year, not just during the “official” February Black History Month. African-Americans also need to plan for their financial future every month of the year. That includes a year-round commitment to saving for retirement.

Topics: Plan Resources, Financial, Entrust News
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IRA Holders: Don't Make These 3 Tax Time Mistakes

The Entrust Group

Estimated reading time: 3 minutes

It’s tax time and with that comes decisions on making contributions to Individual Retirement Accounts (IRAs). Here are some common mistakes individuals have made regarding maximizing their retirement contribution opportunities:

Topics: Self-Directed IRA Plans, Current Events and News
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