<img src="//bat.bing.com/action/0?ti=5104607&amp;Ver=2" height="0" width="0" style="display:none; visibility: hidden;">

Professionals

financial-professionals-menu-image

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

Learning Center

Learning-Center-menu-image-1

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

teg-symbol-about-entrust-menu-image

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.

28157230391" width="560" height="314" allowfullscreen="allowfullscreen" data-service="youtube">

Preparing Your IRA Beneficiaries For The Future

Preparing your IRA beneficiary is a great responsibility. Beyond selection, savvy investors educate beneficiaries to ensure they are ready to manage their inherited IRA. Wondering what to teach them?

Learn how to prepare your beneficiary from the IRA maestro of The Entrust Group, John Paul Ruiz. After watching 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
Webinar_November_2021_Video_Replay


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. 

Most Viewed Videos

adxcel-ec2 - pixel image