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3 Ways to Have a Satisfying Retirement (And The One Way to Get You There!)

The Entrust Group

Estimated reading time: 4 minutes, 30 seconds

“You know, when I retire, I’ll . . .” How would you fill in the rest of that sentence? For some people, it means having more time for a beloved hobby or to time to travel. For others, it’s being at home with the grandkids or an opportunity to volunteer in the community.

Whatever your answer, a good retirement takes planning and the best tie to start is long before it’s time to retire.  Here are three ways to ensure your retirement years are satisfying, and the one thing you need to do to make that happen.

Topics: Plan Resources
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How Self-Directed IRA Conversions and Recharacterizations Actually Work

John Paul Ruiz, QKA, CISP

Estimated reading time: 3 minutes

With tax payers having a better understanding of the Roth IRA and its tax-free attributes, many are choosing to convert their Traditional IRAs to Roth IRAs. Traditional IRA account holders know that although Traditional IRAs allow for the investment earnings to grow tax-deferred, eventually when assets are distributed, they are taxed. This is different than how Roth IRAs work. Roth IRAs on the other hand receive the same benefit of tax-deferment on the earnings, however this kind of plan will eliminate taxation on the earnings if the Roth IRA holder has satisfied the qualified distribution criteria. 

Topics: Self-Directed IRA Plans, Plan Resources
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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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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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