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Timely Tips: Tax-Time Deadline Dates for IRA Holders

The Entrust Group

Estimated reading time: 2 minutes

This year's tax deadline date is near (April 18th, 2017). If you're a self-directed IRA holder, you should know these deadline dates for the month of April that may affect your IRA plan. Read further to learn more about required minimum distributions, IRA, HSA and ESA contributions, excess removal and re-characterization, and a quick reminder about annual account statements:

Topics: Basics of Self-Directed IRAs, Current Events and News
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What Financial Advisors Need to Know to Help Baby Boomers Prepare for Retirement

The Entrust Group

Estimated reading time: 4 minutes

Baby Boomers coined the phrase “don't trust anyone over 30.” Today, they are anywhere from 53 to 74 years old and don't trust their retirement savings—or the Social Security system—to provide a comfortable retirement.

Topics: Alternative IRA Investments, Current Events and News, Financial
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5 Hard Truths About Women and Retirement Security

The Entrust Group

Estimated reading time: 3 minutes

International Women's Day, originally called International Working Women's Day, is celebrated on March 8th. People from across the world are stepping up this year to #BeBoldForChange by taking groundbreaking action that truly drives the greatest change for women. In different regions, the focus of the celebrations ranges from general celebration of respect, appreciation and love towards women for their economic, political and social achievements. For the occasion, we've gathered some hard truths about women and retirement:

Topics: Alternative IRA Investments, Current Events and News
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IRA Holders: Don't Make These 3 Tax Time Mistakes

The Entrust Group

Estimated reading time: 3 minutes

It’s tax time and with that comes decisions on making contributions to Individual Retirement Accounts (IRAs). Here are some common mistakes individuals have made regarding maximizing their retirement contribution opportunities:

Topics: Self-Directed IRA Plans, Current Events and News
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How Trump's Presidency May Impact Your Retirement Savings in 2017 and Beyond

Beth Kotz at Credit.com

Estimated reading time: 4 minutes

A changing of the guard in the White House means changes for the American people. When a new president is elected, their administration’s attitudes and beliefs are reflected in the policies enacted throughout their term. With Donald Trump entering the highest office in the country, retirees are eager to know how his presidency stands to impact their savings accounts. As his presidency gets underway stay on top of your retirement fund by considering these fundamental variables:

Topics: Current Events and News
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