John Paul Ruiz

  • John Paul Ruiz, QKA, CISP, is Director of Professional Development for the Entrust Group. 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. He 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, Ruiz holds QKA and CISP certifications. He helps the Entrust team remain compliant with ERISA regulations and offers valuable insights about the retirement industry to help the company better serve its clients. 800-392-9653 www.theentrustgroup.com

Understanding UBIT

Understanding UBIT

How to Avoid Unintended Tax Implications in Your Real Estate IRA Everyone knows that you don’t pay taxes on the growth of assets in an IRA, right? Well, not always. It’s true that the asset growth in the classic investments made in a Traditional IRA—stocks, bonds and mutual funds, for ...