Your resource for articles, ideas and information on self-directing your retirement plan into alternative assets.
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
- 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. - Looking for an easy, low-cost retirement plan? Consider a SEP.
Simplified Employee Pension plans (SEPs) can provide a significant source of income at retirement by allowing employers to set aside money in retirement accounts for themselves and their employees. - 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. Real Estate Investing for the Utterly Confused makes sense of it all - IRS rulings Allow Multiple IRA Beneficiaries to use Own Life expectancies in Determining RMDs
Multiple beneficiaries of a single IRA may use their own life expectancies to determine the pay-out period based on their shares of a single IRA account. - Prohibited Transactions Exemption
The IRA receives the current fair market value for property, as established by an independent qualified appraiser; and the IRA pays no commissions or fees. - IRA/401(k) Insights - Past Issues for 2007, 2006 and 2005
IRA & 401(k) Insights is a monthly publication for anyone interested in self-directing their retirement funds and investing in nontradional assets. View past issues here. - 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. This cite will provide guidance as to the penalties and the definitions of participating in a Proh - 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 - Using Self-Directed IRAs and 401(k)s to Make More Money Now
A great article for Real Estate Investors - Self-Directed Health Savings Accounts
By now you have probably heard of the Health Savings Account (HSA). What you may not know is just how amazing this type of account actually is - How to Pay for Education Expenses With Tax-Free Dollars
Many people are under the mistaken impression that a Roth IRA is the only type of self-directed account from which tax free distributions can be taken. - Frequently Asked Questions About
Can an IRA own a home with a loan? How? - Buying Real Estate in Your IRA
The basics of Buying Real Estate in Your IRA. - Either a Lender or a Borrower Be
Money in self-directed IRAs can be loaned out to any person who is not a "disqualified person." While this means that you cannot loan yourself - The Truth About Self-Directed IRAs and Other Accounts
Learn some of the myths about self-directed IRAs - 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. - How To Be an Informed Self-Directed IRA Holder A Primer
Chances are that you are reading this publication because you want more information on Self Directed Retirement Plans. Thats great! Retirement Plan Self Direction has some wonderful benefits, including diversification of your retirement funds, greater p - Put Savings to Work: Self-Directed Retirement Accounts Broaden Your Options
- UBIT? You Bet! Using the Powerful Tool of Debt Leveraging in Your IRA
Many people just throw up their hands and say 'Forget it!' upon learning that an IRA can be subject to Unrelated Business Income Tax (UBIT) or Unrelated Debt Financing Income Tax (UDFI) if it owns debt leveraged property.
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.
FUZE