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You Asked, We Answered: Ways to Protect Your Self-Directed IRA From Fraud

The Entrust Group

Estimated reading time: 3 minutes

For last month's national webinar, we discussed how self-directed IRA investors can protect themselves from fraud and safe manage their accounts to keep it in good standing. Participants who joined our free webinar had the opportunity to ask our Business Development Manager, Bill Neville questions regarding the best practices for investment fraud protection. Continue reading to see what types of questions were answered from beginner and advanced investors, just like you...

Topics: Plan Resources
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Top 3 Questions IRA Holders Have About Property Taxes

The Entrust Group

Estimated reading time: 2 minutes 50 seconds

Every year, self-directed IRA holders who invest in assets like real estate or commercial properties have to keep up with expenses like property taxes. One thing IRA holders need to keep in mind is that all expenses related to property owned by your self-directed IRA (maintenance, utility bills, upgrades, property taxes, etc.) must be paid from your IRA diligently and on time. To make this process understandable to asset owners, we compiled the top 3 questions IRA holders have about property taxes:

Topics: Real Estate, Plan Resources, Private Placements, Small Business Owners, Investor Due Diligence, Private Placements/LLCs, Alternative IRA Investments
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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: Current Events and News, Plan Resources
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