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*The Entrust Group offices will close at 1:00 p.m. on Friday, December 13th. We will resume normal business hours on Monday, December 16th.**

Advisors & Issuers

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For over 40 years, The Entrust Group has empowered investors to take control of their retirement portfolios with self-directed IRAs. Now, we’re ready to invest in your career. Whether you’re a financial advisor, investment issuer, or other financial professional, explore how SDIRAs can become a powerful asset to grow your business and achieve your professional goals.

Learning Center

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Access the largest knowledge base for Self-Directed IRAs. Expand your investor knowledge with articles, whitepapers, practical guides and tons of other educational resources.

About Entrust

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For 40 years, The Entrust Group has provided account administration services for self-directed retirement and tax-advantaged plans. Entrust can assist you in purchasing alternative investments with your retirement funds, and administer the buying and selling of assets that are typically unavailable through banks and brokerage firms.

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2024 IRA Essentials: Changes & Deadlines All Holders Should Know

 

Curious about the new IRA limits, laws, and deadlines? Stay ahead by learning new contribution limits and deadlines that will impact your retirement strategy.

In this replay, you will learn: 
  • Important 2024 dates and deadlines that you must be aware of
  • New contribution limits, phase-out limits, and cost-of-living adjustments
  • Potential laws that might impact your retirement plan in 2024

Date: January 17, 2024
Duration: 64 minutes (including 31-minute Q&A starting at 33:25)
Speaker: Bill Neville - Business Development Manager at The Entrust Group
Exclusive 2024 Retirement Plan Calendar: Download here to stay on track all year! 
Presentation Deck: View or download the presentation slides here.
Presentation Audio: Stream or download the mp3 here.
Prefer YouTube Controls? Stream on YouTube will be loaded here.
Timestamps for Presentation Highlights: 
Section 1: 2024 Dates & Deadlines You Should Know
       • Starts: 4:20
       • Ends: 16:26
Section 2: New Limits, Ranges & Cost-of-Living Adjustments

       • Starts: 16:27
       • Ends: 22:44
Section 3
8 Ways the SECURE Act 2.0 Affects Your IRA
       • Starts: 22:45
       • Ends: 31:57

Section 4: Q&A   
       Starts: 33:25
       • Ends: 1:04:18


We host monthly webinars on a variety of topics. Check out our event page to learn about upcoming event.

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