Webinars & Events

Real estate is one of the most popular Self-Directed IRA investments, but as we know, real estate isn’t cheap. Partnering is an option for some, but for those who prefer to go it alone, non-recourse loans might be the way to go if you can’t quite afford the purchase. How exactly can a non-recourse loan help you purchase your next real estate project?

Watch this webinar recording, presented by Jason Zook of North American Savings Bank and Munzer Ghosheh of The Entrust Group, to find out how to use non-recourse loans to purchase real estate.

IRAs are a great tax shelter to grow your investments tax-deferred. However, there are some situations in which you might need to pay a tax on the earnings of certain investments—that tax is called UBIT.

UBIT, an acronym for unrelated business income tax, is a tax the IRS imposes on certain types of investments owned by tax-exempt entities and retirement plans, such as IRAs and qualified plans. A type of UBIT is UDFI, or unrelated debt-financed income. UDFI is generated when an IRA acquires a loan to purchase an investment.

How and when are these taxes imposed? Watch the webinar recording to find out.

Curious about digital currency? So are we.

That’s why we’ve invited Grayscale Investments, a digital investment authority to join us for this webinar.

Watch this webinar as we discuss: 

• The potential benefits and opportunities for investing in digital currency
• The current state of the digital currency market 
• How you can integrate digital currency into your SDIRA portfolio

Check out the Q&A session where guest speaker, Michael Sonnenshein, Managing Director at Grayscale Investments, and Bill Neville, Business Development Manager at The Entrust Group answered our attendee’s questions.

If you’re interested in investing in real estate with your IRA, setting up an IRA LLC may be an option for you. IRA LLCs offer real estate investors many benefits such as direct access to your IRA funds, and the ability to make investments quickly and efficiently.

Watch the webinar to learn:

• How to establish an LLC through your IRA
• The advantages and disadvantages of establishing an IRA LLC
• Investing in Real Estate with an IRA LLC
• And much more

Have questions about Self-Directed IRAs? Distributions? Investing in Real Estate? The complexities of IRA LLCs?

We bet you do! That’s why we devoted an entire webinar to answering your questions.

Watch the recording to learn from the questions answered during this webinar.

Ten thousand baby boomers turn age 65 every day. While not all of them will retire in the traditional sense, it’s fair to say that they are thinking about how to use their retirement savings in the near future and especially how to leave their hard-earned retirement savings to their heirs.

Legacy planning is the process of defining how wealth will be transferred from one generation to the next. This includes how the transfer of your retirement accounts to your beneficiary or beneficiaries will be handled, what options your beneficiaries have regarding the retirement account they have inherited and lastly how are distributions from these accounts going to be taxed. Balances in self-directed IRAs have historically been high, due in part to the sophisticated nature of self-directed investors and their choice of assets. This makes it even more important to be aware of the options available to you and your beneficiary and how to prepare accordingly.

In this webinar presented by John Paul Ruiz, Director of Professional Development at The Entrust Group, we cover the many issues that an IRA account holder needs to plan for and resolve to ensure that assets get to the rightful beneficiaries.

Takeaways: 

• Learn your options for naming beneficiaries to your IRA

• Understand what you should communicate to your beneficiaries

• Discover the common mistakes account holders make and learn how to avoid them