IRAs are a powerful tool for building your wealth. But the rules and requirements can confuse even experienced investors, leading to costly mistakes. That's why we dedicated this training to teaching you how to steer clear of the 5 biggest pitfalls.
Since saving for retirement involves many factors beyond your control, eliminating these errors is essential. So by learning how to navigate these challenges now, you reduce the risk of cracking your nest egg later.
You Will Learn:
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Recognize the top 5 IRA management mistakes and understand their consequences
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Develop strategies to avoid penalties and stay compliant
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Build positive habits to proactively manage retirement accounts
Date: December 10, 2025
Duration: 46 Minutes (including a 19-minute Q&A starting at 23:16)
Presenter: Rachel Stolrow - Business Development Manager at The Entrust Group
Presentation Slides: View or download the presentation slides here.
Presentation Audio: Stream or download the mp3 here.
Audio Transcript: View or download the transcript here.
Presentation Timestamps:
- Section 1: Mistake #1 - Mistakenly Engaging with Disqualified Persons or Prohibited Transactions
- Starts: 3:04
- Ends: 6:03
- Section 2: Mistake #2 - Not Understanding and Planning For Future Costs and Potential Additional Funding Needs
- Starts: 6:06
- Ends: 8:17
- Section 3: Mistake #3 - Not Educating Yourself on the Latest Tactics Scammers Will Use Against You and How to Stay Safe
- Starts: 8:21
- Ends: 10:58
- Section 4: Mistake #4 - Not Completing Enough Due Diligence on Companies, Partners, or Investments
- Starts: 11:13
- Ends: 15:34
- Section 5: Mistake #5 - Not Creating a Strategic Plan for Managing Beneficiary Updates
- Starts: 15:37
- Ends: 18:30
- Section 6: Building Positive Management Habits
- Starts: 18:32
- Ends: 20:26
- Section 7: Q&A
- Starts: 23:16
- Ends: 42:17
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