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

Live Upcoming Webinar

November webinar information coming soon. Check back later for updates!

Webinar Recordings

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.


Watch Video

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

 

Watch Video

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.

 

Watch Video

Leaving a Legacy with a Self-Directed IRA [May 2019]

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

 

Watch Video

How to Grow Your Self-Directed IRA with Peer-to-Peer Lending [April 2019]

Are you looking for a way to diversify and grow your retirement portfolio? Peer-to-peer lending or private lending allows IRA holders to loan money to borrowers under certain terms and grow their IRA through the earnings on the interest rates.

This investment strategy started getting popular during the financial crisis of 2008 when banks decided they weren’t going to lend any money. This opened-up an opportunity for the free market to provide another way for people to borrow money.

Watch this recorded webinar to learn the different types of lending available to investors and understand the ins and outs of this strategy.

In this webinar, we cover:

  • The state of peer to peer lending market
  • The different types of peer to peer lending available to you
  • The pros and cons of each type of peer to peer lending
  • And much more!

 

Watch Video

Go To All Recordings

Talks & Workshops

No current workshops. Check back later for updates!

Conferences & Tradeshows

No current workshops. Check back later for updates!

Professional IRA Training

IRA Academy 2019

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. Do you want to achieve your CISP designation? Do you need to earn continuing education (CE) credits for CISP, CRSP, or CTFA? Or are you looking for in-depth, professional IRA training classes to further your career in the retirement field? The IRA Academy provides you with a professional setting that cannot be matched. We look forward to seeing you in Tennessee this October!

Date: October 21-25, 2019
Location: Barrett Training Center, Nashville, TN
Best For: Financial Advisors, CPAs, CFPs, Banking Personal, Trust Officers, and anyone in the retirement industry.