<img src="//bat.bing.com/action/0?ti=5104607&amp;Ver=2" height="0" width="0" style="display:none; visibility: hidden;">

How to Help Pay Educational Expenses and Watch Your Account Grow Tax Free

The Entrust Group

Estimated reading time: 3 minutes 

Along with a diploma, the average 2016 college graduate has $37,712 in student loan debt, a 6% increase over the class of 2015. If you add up the debt owed by all 44.2 million Americans who have student loans, it totals $1.45 trillion. That means Americans owe more in student debt than on their credit cards. (These and more detailed statistics are available on Student Loan Hero. 

Topics: Self-Directed IRA Plans
Read More

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
Read More

5 Last-Minute Ways IRA Holders Can Reduce Taxes

The Entrust Group

Estimated reading time: 3 minutes

Don’t stress over taxes. Even though the tax deadline is getting closer, there are still things you can do to make filing your tax return easier. Better yet, you have time to open an IRA (three extra days—until April 18, 2017) or to take advantage of other deductions that can shave dollars off what you may owe Uncle Sam.

Topics: Self-Directed IRA Plans, Financial
Read More

You Asked, We Answered: Decrease Your Taxes in 2017

The Entrust Group

Estimated reading time: 3 minutes, 30 seconds

For this month's webinar, we discussed ways to decrease your taxes in 2017. In addition, we discussed what the tax deadline means for IRA holders, how to make the most from your tax refund and contribution basics like limits and deadlines. Continue reading to see what investors had  to say during the live Q&A:

Topics: Alternative IRA Investments, Contributions, Self-Directed IRA Plans
Read More

IRA Holders: Don't Make These 3 Tax Time Mistakes

The Entrust Group

Estimated reading time: 3 minutes

It’s tax time and with that comes decisions on making contributions to Individual Retirement Accounts (IRAs). Here are some common mistakes individuals have made regarding maximizing their retirement contribution opportunities:

Topics: Self-Directed IRA Plans, Current Events and News
Read More
IRA INSIGHTS

Stay Informed

Get our newest posts on self-directed retirement plans, emailed straight to your inbox in our IRA insights newsletter.