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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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3 Qualified Transactions Every Self-Directed IRA Investor Can Utilize

John Paul Ruiz, QKA, CISP

Estimated reading time: 3 minutes

Many who are or are thinking about entering into the self-directed retirement plan world are concerned about having their IRA engage in a prohibited transaction. “I want to make sure I color between the lines,” as someone put it once. There are many benefits of coloring between the lines, meaning following the tax code. The tax code associated with retirement plans allows for many advantages that plain investing does not. Let’s focus on a couple of the features allowed under tax law, tax deferment and tax-free distributions. In investing, it is not only important to know how much return you can experience from the investment, it is also import to know how much of the return you get to keep.

Topics: Basics of Self-Directed IRAs
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4 Ways to Maximize Your Retirement Plan After Age 70

John Paul Ruiz, QKA, CISP

Estimated reading time: 4 minutes

Turning age 70 ½ is a significant age when it comes to having a retirement plan. Many are faced with a tax liability they were not expecting due to Required Minimum Distributions (RMDs). Taxable distributions may also affect other benefits during retirement such as Social Security. Others may also want to continue making contributions as part of their post retirement strategy. Some are also just wondering what they should do to prepare their beneficiaries upon their death. In this article, we'll discuss four important aspects of retirement planning after 70:

Topics: Basics of Self-Directed IRAs
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Timely Tips: Contribution Deadlines for Small Business Owners [March & April]

The Entrust Group

Estimated reading time: 4 minutes

Are you a small business owner who holds a retirement savings plans for yourself or your employees? Keep up-do-date with retirement deadlines with our Timely Tips. In this article you will find dates that are important for small business owners who hold the following plans: SEP, SIMPLE, and Individual 401(k) plans. Read ahead so you don't miss these deadlines for March and April:

 

Topics: Basics of Self-Directed IRAs, Plan Resources
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How Investors Take Advantage of Self-Direction With Entrust

The Entrust Group

Estimated reading time: 3 minutes

Can you invest in the assets you want to invest in, or are your choices limited? How easy is the website to navigate for your investments, and can you make the transactions you want to make? When you want to talk to a real person, how friendly and informed are they? You deserve more from your IRA provider. We're about to tell you how to uncover your options with Entrust. 

Topics: Basics of Self-Directed IRAs
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