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Are You Certain You Want to Convert to a Roth IRA in 2018?

The Entrust Group

Estimated reading time: 2 minutes

Starting tax year 2018, taxpayers must be very certain when they initiate converting their Traditional IRAs or a Direct rollover of non-designated Roth accounts from their 401(k), 403(b) or governmental 457(b) plans to a Roth IRA.  Reason being, you may no longer be allowed to change your mind once it’s complete. 

Topics: Alternative IRA Investments, Plan Resources, Current Events and News
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Guide: Reporting Your Fair Market Valuation

The Entrust Group

Estimated reading time: 4 minutes

Every year, the IRS requires a report of the value of your IRA assets with a Fair Market Valuation. Valuation of assets in a self-directed account must be provided to your self-directed IRA administrator to ensure proper tax reporting to the IRS. A fair market value is an estimate of the market value of an asset, based on what a knowledgeable, willing, and unpressured buyer would likely pay to a knowledgeable, willing, and unpressured seller.

Topics: Alternative IRA Investments
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6 Types of Investors - Which One Are You? 

The Entrust Group

Estimated reading time: 5 minutes

From Scrooge McDuck sitting atop his stacks of gold coins to Gordon Gekko yelling “Greed is good,” in the Wall Street films, there are plenty of investor stereotypes. While the stereotypes may be exaggerated, research into how people make financial decisions reveals that there are what might be called “investor personalities.”

Topics: Alternative IRA Investments
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Don't Let Hidden Or High Fees Eat Into Your Retirement Savings

The Entrust Group

Estimated reading time: 3 minutes

What do most advertisements for cars, computers, and brokerage accounts have in common? More often than not, the cost shown in big print at the top of the ad is accompanied by a long list of extra fees and charges shown in teeny-tiny print at the bottom of the ad. Suddenly, the great deal doesn’t look so great.

Topics: Alternative IRA Investments
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You Asked, We Answered: 6 Self-Directed IRA Rules Investors Need to Know

The Entrust Group

Estimated reading time: 3 minutes

For this month's webinar, we discussed 6 self-directed IRA rules investors need to know. Participants who joined our free national webinar had the opportunity to ask Bill Neville, our Business Development Manager at Entrust, questions regarding their self-directed IRA accounts, particluar investment situations, and any investment questions that would need more clarification on. Continue reading to see what types of questions were answered: 

Topics: Basics of Self-Directed IRAs, Alternative IRA Investments
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