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Featured Event:

Make the Most of Your IRA by Understanding Prohibited Transactions

A self-directed IRA allows you to have more investment options and flexibility, compared to many other retirement accounts. However, with more options available, an IRA owner must be aware of limitations in the tax law to avoid conflicts of interest called prohibited transactions. A prohibited transaction can bring into question the tax-deferred status of your account, potentially resulting in the disqualification of your self-directed IRA, which includes tax consequences. Understanding the rules will help an IRA owner as they navigate through this process. Register for this webinar with John Paul Ruiz, Director of Professional Development at The Entrust Group to learn what transactions are considered prohibited, and how to avoid them all together.

 webinar-icon-Sept 2018

Date: September 12, 2018
Time: 11:00 AM (PST)

Save Your Spot

September 12, 2018
11:00 AM PST

Make the Most of Your IRA by Understanding Prohibited Transactions presented by John Paul Ruiz, Director of Professional Development at The Entrust Group.

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October 15-19, 2018

IRA Academy 2018 at the Hyatt Regency Hotel in Chicago, IL

Stay competitive and learn about IRAs in depth by attending this week-long course. John Paul Ruiz, a 25-year veteran in the retirement space will be teaching this course to provide professionals with the education they need to better serve their clients. 

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