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Learning Center


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


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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Preparing IRA Beneficiaries to Secure Your Legacy

Your IRA beneficiary’s future success depends on you preparing them now. Once you've made your selection, you must educate them to ensure they are ready to manage their inherited IRA. Wondering what you both need to know? 

In less than 20 minutes, learn how to: 

  • Evaluate your beneficiary family tree
  • Understand essential laws and regulations
  • Navigate important beneficiary actions and deadlines
  • Protect your legacy by avoiding common pitfalls

Date: December 13, 2023
Duration: 18 minutes 
Speaker: Tony Unkel - Business Development Manager at The Entrust Group
Presentation Deck: View or download the presentation slides here
Presentation Audio: Stream or download the mp3 here.
Prefer YouTube Controls? Stream on YouTube here.
Timestamps for Presentation Highlights: 
Section 1: IRA Beneficiary Basics
       • Starts: 2:23
       • Ends: 4:05
Section 2: What Benefactors and Beneficiaries Must Know

       • Starts: 4:06
       • Ends: 10:44
Section 3
Avoiding Common Legacy Planning Mistakes + Bonus Checklist
       • Starts: 10:45
       • Ends: 11:41

Section 4: Q&A   
       Starts: 12:17
       • Ends: 17:50

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