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Why Capturing Direct Rollovers is Essential in Today's Retirement Market

John Paul Ruiz, QKA, CISP

Estimated reading time: 3 minutes

With 6 million Americans still unemployed and over 78 million approaching retirement age, there are opportunities to capture rollovers from employer-sponsored plans. According to the Investment Company Institute, out of the 27.9 trillion dollars in retirement plans, comparatively there are 8.9 trillion dollars in Individual Retirement Arrangements (IRAs) and 7.7 trillion dollars in defined contribution plans (see graphic below). The increases of assets in IRAs are fueled by direct rollovers from employer-sponsored plans. To capture a share of the rollover market it is good to know the triggers or distributable events that allow for direct rollovers to occur. 

Topics: Financial
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6 Last-Minute Moves to Help you Save Before Tax Day

The Entrust Group

Estimated reading time: 2 minutes

Self-directed IRAs can provide you with significant tax advantages as well as allow you access to a wide range of alternative investments. Once you establish a self-directed IRA, you can begin making contributions for the previous tax year- up until the federal tax deadline of the current year. You still have time to make decisions that can improve your tax situation. This year's tax deadline date is near (April 17th, 2018). 

Topics: Financial
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The 4 Stages of Saving for Retirement and How to Prepare for Them 

John Paul Ruiz, QKA, CISP

Estimated reading time: 5 minutes

Many people don’t think about saving for retirement until the day they realize it is inevitable.  Many retire voluntarily while others are forced to retire involuntarily.  Whatever the situation may be, it’s good to understand the big picture for retirement so that one can plan for it. There are typically four life stages one has to consider when creating a strategy for saving for retirement.  According to recent studies, 78 million Americans hold the majority of the over 26 trillion dollars in retirement plan assets. 

Topics: Financial
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Funding Your IRA With a Transfer - Here's How It's Done

The Entrust Group

Estimated reading time: 3 minutes

Transferring an IRA from another provider is tax-free and easy. We are here to help you every step of the way. Whether you are frustrated with your current provider, paying too much in fees, or want more investment freedom, an Entrust Self-Directed IRA may be the answer you are looking for. Here's how to transfer your IRA in 3 easy steps:

Topics: Financial
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What Does it Mean to Invest in Mortgage Notes?

Richard Thornton

Estimated reading time: 5 minutes

Most people think of a mortgage as a vehicle for buying a home, not an investment. Often times, someone selling a home actually ends up financing the buyer’s purchase and “takes back” a note. They serve the same function as a bank and are called the “note holder”. After several years they may decide to sell their note and use the proceeds for another purpose like paying for a child’s college tuition or buying a new car. They can sell the note on one of several exchanges where note brokers purchase and hold them for their own portfolio or resale. When you invest in a note you become “the bank”.

Topics: Financial
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