Avoiding the Top 5 Mistakes SDIRA Holders Made in 2025 | Webinar Replay скачать в хорошем качестве

Avoiding the Top 5 Mistakes SDIRA Holders Made in 2025 | Webinar Replay

IRAs are a powerful tool for building your wealth. But the rules and requirements can confuse even experienced investors, leading to costly mistakes. That's why we dedicated this training to teaching you how to steer clear of the 5 biggest pitfalls. You will learn how to: Recognize the top 5 IRA management mistakes and understand their consequences Develop strategies to avoid penalties and stay compliant Build positive habits to proactively manage retirement accounts Speaker: Rachel Stolrow - Business Development Manager at The Entrust Group. ________________________________________ Time Stamps 0:00 - Intro 3:04 - Mistake #1 - Mistakenly Engaging with Disqualified Persons or Prohibited Transactions 6:06 - Mistake #2 - Not Understanding and Planning For Future Costs and Potential Additional Funding Needs 8:21 - Mistake #3 - Not Educating Yourself on the Latest Tactics Scammers Will Use Against You and How to Stay Safe 11:13 - Mistake #4 - Not Completing Enough Due Diligence on Companies, Partners, or Investments 15:37 - Mistake #5 - Not Creating a Strategic Plan for Managing Beneficiary Updates 18:32 - Building Positive Management Habits 23:16 - Q&A Session ________________________________________ Do you have any questions, comments, or thoughts? Let us know in the comments section below! About Us: The Entrust Group is the leading self-directed IRA administrator and an acknowledged authority in the field of alternative investments. Learn more about The Entrust Group at http://www.theentrustgroup.com