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The Entrust Group Blog
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taxation

Everything You Need to Know About UBIT and UDFI

Everything You Need to Know About UBIT and UDFI

UBIT, UDFI, and UBTI can be confusing to the many savers who use their self-directed, tax deferred accounts to invest in businesses that generate income. This article explores some of the questions retirement investors have about this trio of taxing acronyms.
5 Tax Forms Every IRA Holder Should Know

5 Tax Forms Every IRA Holder Should Know

Around tax time, many tax payers have questions relating to the tax forms associated with their IRA. This article provides a breakdown for IRS Forms 1099-R, 8606, 990-T, 1040, and 5498, what you need to be aware of, their purpose, and additional information.
401(k) or IRA? Why Smart Investors Use Both

401(k) or IRA? Why Smart Investors Use Both

Which retirement vehicle should you use to save for a secure retirement, an employer’s 401(k) or an Individual Retirement Arrangement (IRA)? Both! The two complement each other. Here are some of the distinctions that define these two essential retirement savings vehicles.
3 Tools To Help You Prepare For Your Dream Retirement

3 Tools To Help You Prepare For Your Dream Retirement

Creating a strategy for saving for the different stages of life may be quite overwhelming for most Americans. Not learning about the different tools available may be a mistake that only time could reveal. Learn about the three tools that are available to you to save for a comfortable retirement.
Understanding IRA Tax Benefits

Understanding IRA Tax Benefits

Learn how contributing to an IRA can provide an opportunity for individuals to increase their retirement savings through tax benefits.
Have You Conducted Your Yearly Financial Checkup Yet? Here’s a Guide

Have You Conducted Your Yearly Financial Checkup Yet? Here’s a Guide

The beginning of the year is often a perfect time to look at your finances. The fast approaching tax deadline is an obvious incentive. Conducting an annual financial checkup sets you up to take the right steps today to build a strong foundation for your financial wellness.
The New Tax Law and How It'll Affect Taxpayers in 2019

The New Tax Law and How It'll Affect Taxpayers in 2019

The application of changes to the tax law took effect for the tax year 2018. his article addresses common questions by people who are trying to decipher how the changes will affect them...