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.
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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.
7. Case Studies
Find case studies on self-directed retirement investing from The Entrust Group.
- Do You Need a Qualified Retirement Plan (or Two)?
This couple's combined income puts them in the top tax income bracket. Find out how this couple is able to save more for their retirement, reduce taxes and self-direct their retirement funds. - Case Study: Funding a Real Estate Mortgage
Buying and selling real estate is certainly one potentially profitable way to invest the funds in a self-directed IRA, but it is not the only real estate-related investment strategy. - Case Study: Using Your IRA to Buy Discounted Notes
A Case Study: The Discounted Notes with Participations - Case Study: Investing in Real Estate Notes with a Self Directed IRA
How Tom Found an Opportunity for His SEP-IRA and Helped a Fellow Real Estate Broker - How to Use Non-Recourse Loans for Investment Success
So, how do you use your self-directed IRA or 401(k) to buy and rehab real estate and many other assets. Borrowing money is also possible with a non-recourse loan. There are lenders that... - Partners in a Real Estate IRA
Having made handsome profits over the years, Michelle and Charles's plan accounts climbed above $ 3 million each. - An All-Cash Real Estate Purchase
Joel is 35 years old, and has a 401(k) with his previous employer for whom he worked for 10 years. Its current value - Things to Avoid
Things to avoid with a self-directed IRA - Diversification and Tax Free Investing: Putting Greens, Foreclosure Auctions, RE Investment, the IRS, Uninvested Cash - and the Self-Directed Retirement Plan.
The self-directed retirement plan offers a wide range of investment options, illustrated by the following short subjects. Consider this information in light of your own Keogh, Qualified Plan, or IRA. - Investing in a Pre-Construction Project
Sam is looking for a good short-term investment return for cash in his traditional IRA. He doesnt have a lot to invest, but hes not impressed with the returns in the equity and bond markets. Sam, - Gaining High Yields from Rehabs
Lori knew the real estate market and decided that she could achieve very high yields from rehabilitating properties, or "rehabbing". - 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. - 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. - The Hazards of Borrowing From Your 401(k), If You Get Laid Off: A Case Study
Tapping into your 401(k) plan early can be a lifesaver during tough economic times, but beware if you get laid off. This case study sheds light on some of the tough consequences of defaulting on a 401(k) loan. - Case Study: Purchasing Beachfront Property in Panama
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