<img src="//bat.bing.com/action/0?ti=5104607&amp;Ver=2" height="0" width="0" style="display:none; visibility: hidden;">
CALL US 1-800-392-9653
 

About this event

date-calendar-thin  Wednesday, September 12, 2018            clock-slim  11:00 AM PT /  2:00 PM ET

 

A self-directed IRA allows you to have more investment options and flexibility, compared to many other retirement accounts. However, with more options available, an IRA owner must be aware of limitations in the tax law to avoid conflicts of interest called prohibited transactions. A prohibited transaction can bring into question the tax-deferred status of your account, potentially resulting in the disqualification of your self-directed IRA, which includes tax consequences. Understanding the rules will help an IRA owner as they navigate through this process. Register for this webinar with John Paul Ruiz, Director of Professional Development at The Entrust Group to learn what transactions are considered prohibited, and how to avoid them all together.

Bonus: All attendees will enter for a chance to win one exclusive Entrust bag giveaway. Some items included in the bag giveaway are: a duffel bag, a self-directed IRA book written by Hubert Bromma, Entrust’s CEO, a water bottle, and more. We will randomly select one winner from the list of attendees. An email will be sent to announce the winner on September 13th, 2018. 

 

Additional information:

IRA Prohibited Transactions:
https://www.theentrustgroup.com/self-directed-iras/rules/disqualified-persons-and-prohibited-transactions

IRA Section 4875: Prohibited Transactions:
https://www.theentrustgroup.com/learning-center/self-directed-ira-resources/irc-section-4975-prohibited-transactions

Self-Directed IRA Due Diligence Whitepaper:
https://www.theentrustgroup.com/self-directed-ira-investor-report-evaluation-lp

 

Register For This Webinar Today

About the presenter

John-Paul-Ruiz

John Paul Ruiz, QKA, CISP

Director of Professional Development

John Paul Ruiz brings to the team over 20 years of experience in the retirement and financial services industries. Before joining Entrust, he served as Vice President of Professional Development for Integrated Retirement Initiatives, LLC. John Paul has also gained valuable retirement plan insight from his roles at Ascensus, the IRA Institute, and American Bankers Association, among others. To complement his extensive career within the retirement and finance industries, John Paul holds QKA and CISP certifications. He joins the Entrust team to help us remain compliant with ERISA regulations and to offer valuable insights about the retirement industry so that we can better serve our clients.

San Francisco Bay Area

555 12th Street, Suite 900
Oakland, CA 94607

Phone: (510) 316.0488
Fax: (510) 587-0960

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.