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The Entrust Group Blog

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.
401(k) or IRA? Why Smart Investors Use Both

401(k) or IRA? Why Smart Investors Use Both

Which retirement vehicle should you use to save for a secure retirement, an employer’s 401(k) or an Individual Retirement Arrangement (IRA)? Both! The two complement each other. Here are some of the distinctions that define these two essential retirement savings vehicles.
How to Directly Rollover a 401(k) to a Self-Directed IRA (2020)

How to Directly Rollover a 401(k) to a Self-Directed IRA (2020)

Did you leave a 401(k) with an old employer? You might want to roll over those retirement funds to a self-directed IRA to access a world of alternative investments.
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.
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.
Have You Conducted Your Yearly Financial Checkup Yet? Here’s a Guide

Have You Conducted Your Yearly Financial Checkup Yet? Here’s a Guide

The beginning of the year is often a perfect time to look at your finances. The fast approaching tax deadline is an obvious incentive. Conducting an annual financial checkup sets you up to take the right steps today to build a strong foundation for your financial wellness.