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The Entrust Group Blog
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John Paul Ruiz, QKA, CISP

Understanding IRA Tax Benefits

Understanding IRA Tax Benefits

Learn how contributing to an IRA can provide an opportunity for individuals to increase their retirement savings through tax benefits.
4 Frequently Asked Questions about Self-Directed IRA Distributions

4 Frequently Asked Questions about Self-Directed IRA Distributions

FAQs about required minimum distributions for self-directed IRAs for the December 31st deadline
Selecting the IRA Plan That Works Best For You

Selecting the IRA Plan That Works Best For You

Do you have a retirement saving strategy? It’s never too early to start planning. You have many options with a self-directed IRA.
What Investors Need to Know About Unrelated Business Income Tax (UBIT)

What Investors Need to Know About Unrelated Business Income Tax (UBIT)

The acronyms UBTI and UBIT are often used interchangeably, but what do they really mean? It's important for investors to know...
Understanding Stocks as a Retirement Investment Vehicle

Understanding Stocks as a Retirement Investment Vehicle

Understanding methods of how companies raise capital for growth and/or operational continuance gives investors the different types of investments made available through companies. In this article, we take a look at stocks and bonds...
How to Leave a Legacy With Your Retirement Plan

How to Leave a Legacy With Your Retirement Plan

Understanding how beneficiaries work is essential in making sure the IRA holder understands how their assets will flow through to their beneficiary(ies) upon death. Here's how to...
3 Qualified Transactions Every Self-Directed IRA Investor Can Use

3 Qualified Transactions Every Self-Directed IRA Investor Can Use

There are plenty of prohibited transactions for self-directed IRA investors to be aware or, but what about qualified transactions? We explain 3 top...
4 Ways to Maximize Your Retirement Plan After Age 70

4 Ways to Maximize Your Retirement Plan After Age 70

In this article, we'll discuss four important aspects of retirement planning after 70 including required minimum distributions, social security, contributions and legacy planning. Learn more...