<img src="//bat.bing.com/action/0?ti=5104607&amp;Ver=2" height="0" width="0" style="display:none; visibility: hidden;">
The Entrust Group Blog
Posts filtered by author:

John Paul Ruiz, QKA, CISP

Recent Court Case Underscores the Importance of Not Engaging in Prohibited Transactions

Recent Court Case Underscores the Importance of Not Engaging in Prohibited Transactions

An individual's IRA engaged in prohibited transactions and lost its IRA status. The court ruled that the IRA was no longer exempt from creditors.
IRA Transfers vs. Rollovers: What's the Difference? (2020)

IRA Transfers vs. Rollovers: What's the Difference? (2020)

Minimize risks when moving your retirement savings assets to an IRA. Know the difference between a transfer and a rollover to save time and money.
How to Save For Retirement Even After Retirement Age

How to Save For Retirement Even After Retirement Age

Whatever your reason for working past retirement age, you have a number of options that will allow you to continue saving in a tax-advantaged account.
Legacy Planning Guide for IRA Holders and Their Beneficiaries

Legacy Planning Guide for IRA Holders and Their Beneficiaries

Some of the most common questions in legacy planning relate to the IRA holder's beneficiary options and the varying levels of taxation on the inherited retirement accounts. Read this article and learn how to prepare your legacy plan and what you should communicate to your beneficiaries.
5 Tax Forms Every IRA Holder Should Know

5 Tax Forms Every IRA Holder Should Know

Around tax time, many tax payers have questions relating to the tax forms associated with their IRA. This article provides a breakdown for IRS Forms 1099-R, 8606, 990-T, 1040, and 5498, what you need to be aware of, their purpose, and additional information.
Why Health Savings Should be Part of Your Retirement Plan

Why Health Savings Should be Part of Your Retirement Plan

A Health Savings Account (HSA) is a valuable yet underused resource in retirement planning. Discover how you can contribute to a tax-advantaged HSA to help minimize the financial impact of health related expenses.
Demystifying Self-Directed IRAs

Demystifying Self-Directed IRAs

Find out what a self-directed IRA really is. Find out if it is the right choice for your investment needs. This article will you become equated with an often misunderstood and incredibly powerful investment tool.
3 Tools To Help You Prepare For Your Dream Retirement

3 Tools To Help You Prepare For Your Dream Retirement

Creating a strategy for saving for the different stages of life may be quite overwhelming for most Americans. Not learning about the different tools available may be a mistake that only time could reveal. Learn about the three tools that are available to you to save for a comfortable retirement.