Avoiding the 7 Deadly Sins: SDIRA Rules and Account Management

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're dedicating our next session to teaching you how to steer clear of the 7 biggest pitfalls.

Since saving for retirement involves many factors beyond your control, eliminating these errors is essential. So by learning how to navigate these challenges now, you reduce the risk of cracking your nest egg later.

Watch this replay to:

• Recognize the top 7 IRA management mistakes and understand their consequences
• Develop strategies to avoid penalties and stay compliant
• Build positive habits to proactively manage retirement accounts

Date: December 18, 2024
Duration: 1 Hour 10 Minutes (including 36-minute Q&A starting at 34:54)
Presenter: Bill Neville - Business Development Manager at The Entrust Group
Presentation Slides: View or download the presentation slides here. 
Presentation Audio: Stream or download the mp3 here.
Audio Transcript: View or download the transcript here.
Presentation Timestamps:
 Section 1: Reviewing the 7 Deadly Sins of IRA Management
       • Starts: 2:08
       • Ends: 31:20
 Section 2: Building Positive Management Habits
       • Starts: 31:21
       • Ends: 32:55
 Section 3: Q&A Time
       • Starts: 34:54
       • Ends: 1:10:08

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