The Entrust Learning Center is your resource for articles, ideas and information on self directed IRAs, real estate IRAs and investing your retirement funds into alternative assets. At Entrust, our goal is to create informed, self-directed investors.
Check out our National Webinar Series to learn more about these investment options and get answers to your questions in an interactive Q&A session at the end of each presentation.
The Entrust Group does not offer investment, tax, financial or legal advice to clients. Individuals who believe they need advice should consult with the appropriate professional(s) licensed in that area. This section of our website is devoted to providing clients and potential client with educational information regarding self-directed accounts and possible investment scenarios. It is in no way intended as investment advice.
Recommended Reading
Find books, articles, and newsletters that can help you learn even more about self-directing your retirement investments, investing in real estate, reducing taxes, and investment strategies from The Entrust Group.
- How to Invest In Offshore Real Estate and Pay Little or No Taxes (Paperback)
More and more real estate investors are finding bargain properties offshore. How to Invest in Offshore Real Estate and Pay Little or No Taxes helps you maximize profits and minimize taxes on your overseas investment properties, no matter how far away. - Wise Women Invest in Real Estate
As a woman, you have inherent skills that can make you a savvy and successful real estate investor-even if you have never owned property before. - How to Invest in Real Estate And Pay Little or No Taxes (McGraw Hill)
Use Tax Smart Loopholes to Boost Your Profits By 40% - Real Estate Investing for the Utterly Confused (McGraw Hill)
When it comes to investing in real estate, even experienced investors can be perplexed. - IRS Code 4975 on Prohibited Transactions
Internal Revenue Code 4975 reflect the statutory requirements regarding prohibited transactions with IRAs and Qualified Plans such as Individual(k) Plans. - Internal Revenue Code - 408A Roth IRAs
Internal Revenue Code Section 408(A) are the statutory requirements for ROTH IRAs. From document requirements, to contribution limits to the distribution and reporting rules. - Developing Your Investment Strategy: Using your Experience as a Real Estate Investor to Build Wealth and a Secure Retirement
There are seven questions below to help you determine what your investment strategy should be. Take into account your family and your outside interests as you answer these questions. - A Financially Sound Retirement Needs Your Attention
If you could start putting away the maximum amount allowed in your IRA or company 401(k)especially if your company matches those fundsthats a start - Building Your Nest Egg with a Self-Directed Plan
The only way individual Americans have of increasing personal purchasing power beyond the level of inflation, and the only way we have of setting aside sufficient funds for a comfortable retirement, is to do it ourselves. - Put Savings to Work: Self-Directed Retirement Accounts Broaden Your Options
- Self-Direction Defined
"Self-directed" simply means that you, as an individual, have complete control over selecting and directing your own IRA or 401(k) investments. - Smarter Tax Free Self Directed Plan Investment Tactics - Truly Self Directed Retirement Plans
Over the history of tax advantaged programs, qualified plans and individual retirement accounts have consistently been at the forefront of opportunities to defer tax. Within this context, - Building Your Nest Egg with a Self-Directed Plan
The only way individual Americans have of increasing personal purchasing power beyond the level of inflation, and the only way we have of setting aside sufficient funds for a comfortable retirement, is to do it ourselves. - Self-Directed IRAs: An Estate Planner's Primer on Some of the Rules
Note: This article is published with permission from the Oakland County Bar Association of Michigan - Look Before You Roll Over: Rollovers as Business Start-Ups (ROBS) Arrangements
The IRS does not consider ROBS arrangements to be abusive tax avoidance transactions, however it does consider them to be fraught with potential flaws that could hurt investors if they are not aware. - IRA Contribution FAQs
Contribution limits change from year to year and it's important to keep track of the rules whether you have an IRA or are looking to open one. We've provided a simple FAQ to help you understand and manage annual contributions to your IRA. - Speculation or Asset Protection: Precious Metals Investing with Your IRA
- Frequently Asked Questions: Purchasing Precious Metals with a Self-Directed IRA
- Offshore Real Estate Investments Scams
This is an excerpt from - Beware of
Find out how to avoid becoming a victim of IRS-impersonators who are tricking taxpayers, stealing their money and identities.
Remember that while Entrust provides excellent educational resources, we do not endorse or sell any investment products.
The Entrust Group respects your privacy. Please read our Privacy Statement.