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Professionals

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

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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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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, it is very important to avoid prohibited transactions in order to observe to IRS rules and keep your account in good standing. 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 severe tax consequences. Watch 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.

 

Date:  September 12, 2018
Duration: 73 Minutes
Speaker: John Paul Ruiz, Director of Professional Development at The Entrust Group

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