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Professionals

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Stand out from the competition by offering your audience a way to diversify their portfolios.

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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How to Take Advantage of IRAs Before the Tax Deadline

The tax deadline of April 15th is fast approaching, and just as every year, investors are trying to find ways to maximize their tax refund. Self-directed IRAs come with their tax advantages that can be utilized strategically for that purpose. Whether you’re a current or a new investor, it will benefit you to better understand the tax advantages of these accounts.

Watch this webinar presented by John Paul Ruiz, Director of Professional Development at The Entrust Group, to learn the different tax advantages depending on which type of IRA you hold.

In this webinar, we'll cover:

  • Which compensations are taxable
  • The tax advantages of each type of account
  • Contribution basics, including limits, deadlines, and eligibility and much more!

 

Date: March 20, 2019
Duration: 80 Minutes
Speaker: John Paul Ruiz, Director of Professional Development at The Entrust Group

We host monthly webinars on a variety of topics. Check out our event page to learn about upcoming events: https://www.theentrustgroup.com/learning-center/events

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