<img src="//bat.bing.com/action/0?ti=5104607&amp;Ver=2" height="0" width="0" style="display:none; visibility: hidden;">
The Entrust Group Blog
Posts filtered by topic:

managing your account

Upcoming IRA Contributions and IRS Form 5498 Deadlines

Upcoming IRA Contributions and IRS Form 5498 Deadlines

The original due dates for 2019 tax returns that fell between April 1 and July 15 of 2020 have been extended to July 15, 2020 in response to COVID-19.
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.
Here’s What You Can Do With Your Account Earnings

Here’s What You Can Do With Your Account Earnings

The truth is your earnings along with the cash from your initial investment are just more capital you can invest.
Preparing for the Effect Divorce Can Have on Your Retirement Savings

Preparing for the Effect Divorce Can Have on Your Retirement Savings

Proper planning can help you mitigate divorce-related damage to your retirement dollars. A few things to consider when planning your retirement savings...
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.
Everything You Need to Know About UBIT and UDFI

Everything You Need to Know About UBIT and UDFI

UBIT, UDFI, and UBTI can be confusing to the many savers who use their self-directed, tax deferred accounts to invest in businesses that generate income. This article explores some of the questions retirement investors have about this trio of taxing acronyms.
IRA Contribution Limits for 2019 [Chart]

IRA Contribution Limits for 2019 [Chart]

If you have yet to contribute to your self-directed IRA, consider doing so before the tax deadline of April 15th, 2019.