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IRA Contribution Limits for 2019 [Chart]

The Entrust Group

Estimated reading time: 3 minutes
Each year, the IRS announces updated contribution limits and income thresholds for Individual Retirement Accounts (IRAs). Depending on your plan type, you can grow your investment earnings on a tax-free or tax-deferred basis.

Topics: Contributions
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Top 4 Things Investors Do to Prepare for End-of-Year

The Entrust Group

Estimated reading time: 4 minutes

The Thanksgiving leftovers have been eaten. The Hanukkah candles have been lit, and Christmas songs have been playing at the mall for weeks. Yes, it’s the holiday season, and seasoned investors know that means it’s time to wrap up their self-directed investments and start planning to file their tax returns. This article contains a gift bag of tips regarding self-directed IRA distributions and contributions, retirement and tax preparation, and even a few hints about how to save while spending this holiday season. So, let's take a look at the 4 things investors do to prepare for end-of-year:

Topics: Distributions, Contributions, Plan Resources
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8 Popular Questions About Required Minimum Distributions

The Entrust Group

Estimated reading time: 4 minutes

Most of us think about our birthdays just once a year, but if you have an IRA and are getting close to celebrating your 70th birthday, you also need to think about your half-birthday. That’s because you must start taking required minimum distributions (RMD) soon after turning 70½.

Topics: Plan Resources, Distributions
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How to Give Back This Holiday Season with Qualified Charitable Distributions

The Entrust Group

Estimated reading time: 4 minutes

If you are at least 70 ½ years old, you can use your existing IRA distribution to donate directly to your favorite qualifying nonprofit. Qualified Charitable Distributions (QCD) are treated as tax-exempt, and they also count toward your annual Required Minimum Distributions (RMDs). Making a QCD is simple: you direct your IRA administrator to send a check or wire transfer directly to the charity.  You may also instruct your IRA administrator to make your distribution payable to the charity and deliver the check yourself.  You then report the QCD on your tax return, along with your other charitable deductions, if you itemize your return. We collected some FAQs regarding QCDs:

Topics: Alternative IRA Investments
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You Asked, We Answered: Ways to Protect Your Self-Directed IRA From Fraud

The Entrust Group

Estimated reading time: 3 minutes

For last month's national webinar, we discussed how self-directed IRA investors can protect themselves from fraud and safe manage their accounts to keep it in good standing. Participants who joined our free webinar had the opportunity to ask our Business Development Manager, Bill Neville questions regarding the best practices for investment fraud protection. Continue reading to see what types of questions were answered from beginner and advanced investors, just like you...

Topics: Plan Resources
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