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3 Ways to Have a Satisfying Retirement (And The One Way to Get You There!)

The Entrust Group

Estimated reading time: 4 minutes, 30 seconds

“You know, when I retire, I’ll . . .” How would you fill in the rest of that sentence? For some people, it means having more time for a beloved hobby or to time to travel. For others, it’s being at home with the grandkids or an opportunity to volunteer in the community.

Whatever your answer, a good retirement takes planning and the best tie to start is long before it’s time to retire.  Here are three ways to ensure your retirement years are satisfying, and the one thing you need to do to make that happen.

Topics: Plan Resources
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How to Help Pay Educational Expenses and Watch Your Account Grow Tax Free

The Entrust Group

Estimated reading time: 3 minutes 

Along with a diploma, the average 2016 college graduate has $37,712 in student loan debt, a 6% increase over the class of 2015. If you add up the debt owed by all 44.2 million Americans who have student loans, it totals $1.45 trillion. That means Americans owe more in student debt than on their credit cards. (These and more detailed statistics are available on Student Loan Hero. 

Topics: Self-Directed IRA Plans
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Entrust Employee Spotlight: Janiel

The Entrust Group

Estimated reading time: 2 minutes

Meet Janiel, she is an Administrative Assistant at The Entrust Group and has been with the company since December 2016. Janiel says the diversity in the office environment, and the clients we support are her favorite things about working at Entrust. The most common question she comes across at work is "what's for lunch?" or "can you fix the color copy machine?" As an Admin Assistant, we're pretty sure she's bothered with loads of office questions (and she does a great job tacking those things!)

Topics: Current Events and News
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How Self-Directed IRA Conversions and Recharacterizations Actually Work

John Paul Ruiz, QKA, CISP

Estimated reading time: 3 minutes

With tax payers having a better understanding of the Roth IRA and its tax-free attributes, many are choosing to convert their Traditional IRAs to Roth IRAs. Traditional IRA account holders know that although Traditional IRAs allow for the investment earnings to grow tax-deferred, eventually when assets are distributed, they are taxed. This is different than how Roth IRAs work. Roth IRAs on the other hand receive the same benefit of tax-deferment on the earnings, however this kind of plan will eliminate taxation on the earnings if the Roth IRA holder has satisfied the qualified distribution criteria. 

Topics: Self-Directed IRA Plans, Plan Resources
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You Asked, We Answered: 3 Tax-Advantaged Plans For Small Business Owners

The Entrust Group

Estimated reading time: 3 minutes

For September's webinar, we covered 3 tax-advantaged plans for small business owners. Participants who joined our national webinar had the opportunity to ask John Paul Ruiz, our Director of Professional Development at Entrust, questions regarding their small business retirement plans for employers and themselves as business owners. Continue reading to see what types of questions were answered: 

Topics: Small Business Owners
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