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About this event

date-calendar-thin  Wednesday, December 9, 2020            clock-slim  11 a.m. PT /  2 p.m. ET

 

Millions of active retirement plans (like IRAs) empower investors with valuable methods to build their retirement nest egg. Making contributions to invest in your future seems simple enough, right? Not so fast. To grow your retirement wealth year-after-year without penalty, retirement plan transactions must be accurately reported to the IRS.

From contributions to taxes on distributions, savvy account owners must learn which forms are required and how to properly complete them. Luckily, in-house IRA expert and Director of Professional Development at The Entrust Group, John Paul Ruiz, is here to simplify reporting for us.

Join us December 9 at 11 a.m. PT / 2 p.m. ET as John Paul covers:

  • Reporting IRA contributions, rollovers, and distributions
  • Determining taxation on IRA contributions and distributions
  • Additional IRA tax reporting


We’ll also be hosting a post-presentation Q&A session to answer all your questions.

About the presenter

BDMHeadshot-JPRuiz

John Paul Ruiz

Director of Professional Development at
The Entrust Group

Before joining Entrust, he served as Vice President of Professional Development for Integrated Retirement Initiatives, LLC and Director of Resource Development at ASCENSUS. Ruiz is the creator of the IRA Academy, a preparatory course for the CISP designation exam approved by the American Bankers Association. The IRA Academy is a week-long training program available for all financial institutions in the retirement space. With his background on retirement plan education, he is responsible for The Entrust Group’s on-going internal retirement plans training program.

He is a featured speaker at numerous events and webinars educating not only retirement professionals but also retirement plan investors. To complement his extensive career within the retirement and financial industries, John Paul holds QKA and CISP certifications. He provides the company with expertise in retirement plan tax law, retirement plan operations, IRS rules and regulations, and institutional relationships. His experience offers valuable insights on the retirement industry to help better serve our clients.

Register For This Webinar Today

About The Entrust Group

Entrust strives to provide personal, professional services and education that empower clients to control their investment choices. You can rely on The Entrust Group for up-to-date training and continuing education about self-directed alternative investments. Our reports, webinars, and live events can help you keep up with the increasing demand to diversify portfolios.