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The Entrust Group Blog
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distributions

How the CARES Act Affects Retirement Plans

How the CARES Act Affects Retirement Plans

The CARES Act was signed into law on March 27. The bill's provisions will assist IRA and employer sponsored plan participants during the COVID-19 pandemic.
Required Minimum Distributions Have a New Starting Age

Required Minimum Distributions Have a New Starting Age

Prior to tax year 2020, IRA holders (except those with Roth IRAs) had to start taking RMDs once they reached the age of 70 ½.
What IRA Holders Should Know About the SECURE Act

What IRA Holders Should Know About the SECURE Act

Here’s a breakdown of some of the more significant changes of The Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act)...
Your Distribution is Taxable in the Year It’s Distributed

Your Distribution is Taxable in the Year It’s Distributed

Many people think that a distribution check isn’t taxable until it’s cashed—this is false. A distribution is taxable in the tax year it is distributed.
Legacy Planning Guide for IRA Holders and Their Beneficiaries

Legacy Planning Guide for IRA Holders and Their Beneficiaries

Some of the most common questions in legacy planning relate to the IRA holder's beneficiary options and the varying levels of taxation on the inherited retirement accounts. Read this article and learn how to prepare your legacy plan and what you should communicate to your beneficiaries.
Top 4 Things Investors Do to Prepare for End-of-Year

Top 4 Things Investors Do to Prepare for End-of-Year

While its natural to splurge at the holidays, it shouldn’t come at the expense of longer-term savings goals like retirement or education. Here are four things investors do to prepare for end-of-year...
8 Popular Questions About Required Minimum Distributions

8 Popular Questions About Required Minimum Distributions

If your 70th birthday was before July 1st 2018, you must take your first RMD no later than April 1st of 2019. Here's what IRA plan holders need to know...
7 Essential Tips for Taking Distributions From Your Self-Directed IRA

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

There are several rules, and we walk you through the important ones to avoid unnecessary fees and fines.