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Where Do You Fit? Retirement Savings Characteristics Through a Generational Lens

The Entrust Group

Estimated reading time: 4 minutes

Topics: Financial
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How to Ensure Your IRA Savings Go Where You Want After Your Death

The Entrust Group

Estimated reading time: 4 minutes

It was a horror story—a man planning for the future of his grown children before losing his life to cancer, only to have the $400,000 in his IRA go to his wife of two months, who cut the children out the wishes of his will. Leonard Smith had thought it would be a straight-forward transaction. After he died in 2008, it was a full year before his children had realized that they had been ruled ineligible to receive his retirement funds, and Smith’s wife – who, by default, got all of it – had no intention of giving it to them.

Topics: Plan Resources, Financial
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5 Facts That Dig Deeper Into IRAs and Retirement

The Entrust Group

Estimated reading time: 3 minutes

When it comes to Americans’ retirement savings habits, the glass is more than half full: Six out of 10 households in the US had some kind of formal, tax-advantaged retirement saving plan at the end of 2016. That is nearly 77 million people saving for retirement. But the empty part of the glass means Americans could save more and save more effectively. Here are five facts that dig deeper into the US retirement landscape, and remind you of importance of IRAs:

Topics: Alternative IRA Investments, Financial
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5 Last-Minute Ways IRA Holders Can Reduce Taxes

The Entrust Group

Estimated reading time: 3 minutes

Don’t stress over taxes. Even though the tax deadline is getting closer, there are still things you can do to make filing your tax return easier. Better yet, you have time to open an IRA (three extra days—until April 18, 2017) or to take advantage of other deductions that can shave dollars off what you may owe Uncle Sam.

Topics: Self-Directed IRA Plans, Financial
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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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