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Timely Tips: Retirement Deadlines for Small Business Owners

The Entrust Group

Estimated reading time: 2 minutes, 30 seconds

Our timely tips are a great way to keep up-do-date with retirement deadlines that are important to self-directed IRA holders. Here you will find dates that are important for small business owners who hold the following plans: SEP, SIMPLE, and Individual 401(k) plans. Read ahead so you don't miss these deadlines:

Topics: Alternative IRA Investments, Small Business Owners, Plan Resources
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African-Americans Have Less Retirement Savings, Study Says

The Entrust Group

Estimated reading time: 2 minutes, 30 seconds

The contributions African-Americans have made to US history deserve to be honored every month of the year, not just during the “official” February Black History Month. African-Americans also need to plan for their financial future every month of the year. That includes a year-round commitment to saving for retirement.

Topics: Plan Resources, Financial, Entrust News
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Here's What Couples Need to Know About Spousal IRAs

The Entrust Group

Estimated reading time: 3 minutes 30 seconds

With Valentine's Day around the corner, couples everywhere are gearing up to impress their partners. Buckling down on finances may not be the first things that comes to mind, but maximizing savings for retirement can be a joint effort for married couples who are ready for that phase in their life. Even if one of the spouses is not working, there is an option a lot of married couples are not taking advantage of and that is the spousal IRA contribution.

Topics: Basics of Self-Directed IRAs, Self-Directed IRA Plans, Plan Resources
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Why You Shouldn't Overlook Your Beneficiary Designation

John Paul Ruiz, QKA, CISP

Estimated reading time: 2 minutes 20 seconds

In my career as a retirement professional, I believe that the IRA beneficiary designation is the section of the IRA document that is most over looked by most IRA holders. Common mistakes by IRA holders include skipping or not completing this section or not providing pertinent information. The information contained in this section is what provides guidance to the IRA custodian/trustee on who gets the assets upon the death of the IRA holder. Understanding how beneficiary designation forms work is essential in making sure the IRA holder understand how their assets will flow through to their beneficiary(ies) upon death.

Topics: Basics of Self-Directed IRAs, Plan Resources
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5 Things Retirement Savers Can Be Thankful For This Thanksgiving

The Entrust Group

Estimated reading time: 2 minutes

For all the traditions, Thanksgiving celebrations have plenty of subtle differences. Are the cranberries jellied or sauced? Touch football on the lawn or college games on the TV? The same is true for dream retirements. Will it be a cottage by the lake or a condo in town? Time to play golf or to volunteer? But there are some things all retirement investors can be thankful for this year:

Topics: Plan Resources, Current Events and News, Financial
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