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Live Upcoming Webinar

Webinar - January 2020 Graphic

Tax-Free or Tax-Deferred? How to Pick the Right Account For You

In this webinar, you’ll have the opportunity to explore in-depth the difference between tax-free and tax-deferred accounts to determine which retirement plan you’ll derive the most benefit from.

Date: Wednesday, January 22nd, 2020
Time: 11:00am PT / 2:00pm ET

Webinar Recordings

What IRA Holders Need to Be Aware of at Year End [December 2019]

As the year comes to a close, IRA holders need to be aware of a number of upcoming deadlines. In this webinar we discuss the finer points of what you need to prepare as deadlines for the following approach:

  • Fair Market Valuations (FMVs)
  • Required Minimum Distributions (RMDs)
  • Qualified Charitable Distributions (QCDs)
  • Roth Conversions

Watch this webinar, presented by John Paul Ruiz, The Entrust Group’s Director of Professional Development, to learn important year end information.

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How to Buy Real Estate With a Non-Recourse Loan [November 2019]

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.

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The Key to Understanding UBIT and UDFI [October 2019]

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.

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Decrypting Crypto: How to Invest in Digital Currency with Your Self-Directed IRA [August 2019]

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.

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Take Control of Your Real Estate Investments with a Checkbook IRA LLC [July 2019]

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


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Query O'Clock: A Webinar Devoted to Your SDIRA Questions [June 2019]

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.


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Talks & Workshops

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Professional IRA Training

IRA Academy 2020 information will be available soon. Check back later for updates!