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There's More to the Roth IRA Than Meets the Eye

John Paul Ruiz, QKA, CISP

Estimated reading time: 4 minutes

Before making an IRA contribution the major question many individuals have during tax time is which type of IRA should I contribute to, and which one is better for me?  The answer is, only the tax payer can know that.  Although there are tax benefits associated with a Traditional IRA, such as the potential tax deduction of contributions and tax-deferred growth of the earnings, the benefits of a Roth IRA go beyond just the tax-free distribution of earnings when deciding which IRA is best.

Topics: Plan Resources
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You Asked, We Answered: Transfers vs. Rollovers - Which One is Right for You?

The Entrust Group

Estimated reading time: 3 minutes

For March's national webinar we discussed the differences between transfers and rollovers to educate our viewers about the different types of funding methods. Participants who joined our free webinar had the opportunity to ask John Paul Ruiz, our Director of Professional Development, questions regarding their 401(k) funds, options to fund a self-directed IRA, contributions, and more. Continue reading to see what types of questions were answered...

Topics: Plan Resources
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You Asked, We Answered: Taxes on Your Retirement Plans with Expert John Paul Ruiz

The Entrust Group

Estimated reading time: 7 minutes

For February's national webinar we presented information about taxes on your retirement plans with an open forum Q&A. Participants who joined our national webinar had the opportunity to ask John Paul Ruiz, our Director of Professional Development, questions regarding their taxes in relations to their retirement plans. Continue reading to see what types of questions were answered...

Topics: Plan Resources, Current Events and News
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Funding Your IRA with a Contribution - Here's How It's Done

The Entrust Group

Estimated reading time: 2 minutes

You have options when it comes to funding your Entrust self-directed IRA. Once you’ve decided which option is best for you, you can open an account in under 10 minutes. Did you know cash or check contributions can help fund your self-directed IRA? Making contributions to your IRA may be something you do not think about during the course of the year. A strategy some people use to make sure they save is by making recurring contributions to their IRA per paycheck. Contribute annually up to the maximum amount allowed by the IRS.

Topics: Plan Resources
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Recent Stock Market Events Highlight The Importance of  Diversification 

The Entrust Group

Estimated reading time: 3 minutes

On February 5, 2018, the Dow Jones Industrial Average fell nearly 1,600 points, the biggest drop in its history. By the close of trading, it had recovered a bit, and the next day, the Dow closed up 2%. This upheaval followed months of steady climbs to record highs for stock exchanges in the US and elsewhere. It will take economists and analysts a while to know if this was a correction, the start of a slide, or was the result of computer-driven trading activity.

Topics: Plan Resources
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