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

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.

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

Tax-Free Growth With Roth IRA Investments

oth IRAs offer unique value for your retirement strategy. From tax-free earnings to no age limits for contributions, Roths help you save. Yet, most investors don’t capitalize because they never learned. Wondering if a Roth can benefit your strategy?

In this expert introduction to Roth IRAs with John Paul Ruiz, you will learn:

  • If you qualify for a Roth IRA per IRS eligibility criteria
  • Unique advantages that make Roth IRAs valuable
  • Permitted investment options and associated regulations to avoid penalties
  • How to get started and optimize tax season with savvy reporting

Date: August 16, 2023
Duration: 1:32:31 minutes (including a 40-minute Q&A starting at 52:53)
Speaker: John Paul Ruiz - Director of Professional Development at The Entrust Group
Presentation Deck: View or download the presentation slides here.
Prefer YouTube Controls? Stream on YouTube being posted here
Presentation Audio:
Stream or download the mp3 here
Presentation Survey: Please provide feedback and let us know what you want to learn here
Timestamps for Presentation Highlights: 
Section 1: Characteristics of a Roth IRA

       • Starts: 12:09
       • Ends: 23:03
Section 2
Roth IRA Funding Sources       
       • Starts: 23:04
       • Ends: 32:00
Section 3: Permitted and Prohibited Investments
       • Starts: 32:08

       • Ends: 42:11
 Section 4:
Tips for Roth Reporting
       • Starts: 42:12
       • Ends: 51:45
Section 6: Q&A
       • Starts: 52:53
       • Ends: 1:32:21

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

Most Viewed Videos