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7 Essential Tips for Taking Distributions From Your Self-Directed IRA

The Entrust Group

Estimated Reading Time: 4 minutes 20 seconds

If you’re approaching the age of 59, you will soon be eligible to begin taking distributions from your self-directed IRA without being subject to an early distribution penalty. And if you’re about to turn 70½, it won’t be long until you must take Required Minimum Distributions from your Traditional IRA. As with many things that involve the IRS, there are nuances and special conditions that affect what you should do and how much you should withdraw.

 

Topics: Basics of Self-Directed IRAs, Distributions, Alternative IRA Investments, Self-Directed IRA Plans, myDirection Card
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How Retirement Might Look Without a Savings Plan

The Entrust Group

Estimated reading time: 3 minutes

It's National Retirement Security Week 2018 and we're doing our part in raising awareness about the importance of your current, or future retirement plan. It's the perfect time to check your plan to see if your goals are being met, and if you're on track. Think about it: what would happen if you attempted to retire without a savings net? The reality is - you would continue to need a paycheck. The end result of not being prepared can be devastating. 

Topics: Basics of Self-Directed IRAs, Alternative IRA Investments, Contributions, Self-Directed IRA Plans
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4 Frequently Asked Questions about Self-Directed IRA Distributions

John Paul Ruiz, QKA, CISP

Estimated reading time: 3 minutes 30 seconds

There are many self-directed IRA questions surrounding required minimum distributions (RMDs). The deadline for RMDs, or to establish separate accounts for beneficiaries of IRA holders who passed away in 2014 is December 31st, 2015. This article discusses four frequently asked questions about distributions. Keep in mind that these rules do not apply to self-directed Roth IRAs, as you will never be required to make distributions from a Roth account. The following rules apply to traditional, SEP, and SIMPLE IRAs.

Topics: Basics of Self-Directed IRAs, Distributions, Self-Directed IRA Plans
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You Asked, We Answered: Self-Directed IRA Live Q&A for Investors

The Entrust Group

Estimated reading time: 5 minutes

For July's national webinar, we opened the lines for anyone looking to get educated about self-directed IRAs. Beginner and advanced investors  who participated in the free webinar had the opportunity to ask their questions during our live Q&A webinar hosted by Bill Neville, Business Development Manager at The Entrust Group. Continue reading to see what types of questions were answered... 

Topics: Basics of Self-Directed IRAs
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How to Leave a Legacy With Your Retirement Plan

John Paul Ruiz, QKA, CISP

Estimated reading time: 4 minutes

Many people wonder if they have enough in their retirement savings plans to sustain themselves during retirement. On the other hand, some people have more than enough. Beneficiaries of these retirement plan accounts need to be aware of their options and election deadlines to avoid penalties and unintended tax consequences.

Topics: Basics of Self-Directed IRAs
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