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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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Tax Cuts and Jobs Act of 2017: Effects on Retirement Plans and Other Tax Favored Accounts

On December 22, 2017, the President signed the Tax Cuts and Jobs Act of 2017.  Many may be wondering how these new changes will affect their personal finances.  Others may also be wondering if the changes mean a change in strategy for saving for retirement, as well as saving for their child’s education. 
 
We will explore the possible effects of some of the changes created by the new tax law on the key specific issues dealing with individual retirement plans, employer sponsored plans, education savings accounts, charitable giving and other tax favored savings plans. Watch this webinar presented by John Paul Ruiz, Director of Professional Development at The Entrust Group and learn about:
 
 The effect of the marginal tax rates for 2018 distributions 
 Making Traditional IRA vs Roth IRA contributions
 The repeal of recharacterizations
 The penalty exemption for medical expenses 
 The addition of elementary and secondary schools for 529 plans
 
 

 

Date: January 24, 2018
Duration: 57 min
Speaker: John Paul Ruiz, Director of Professional Development at The Entrust Group

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