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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 Your IRA Beneficiaries For The Future

As an IRA owner, it's crucial to prepare your beneficiary. Apart from selection, wise investors take the essential step of educating their beneficiaries. This empowers them to effectively manage the inherited IRA. Curious about what you should be teaching them?

Learn how to prepare your beneficiary with expert John Paul Ruiz. In this replay, you will know:

  • How to evaluate your beneficiary family tree
  • Which laws and regulations all benefactors and beneficiaries must know
  • The order of required beneficiary actions and important dates
  • How to avoid common pitfalls
HubSpot Video

Date: November 15, 2021
Duration: 111 Minutes
Speaker: John Paul Ruiz - Director of Professional Development at The Entrust Group
Presentation Deck: View or download the presentation PDF here
Presentation Audio: Stream or download the mp3 here

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

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