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.
Case Studies
- A Self-Directed Roth: Freeing up your Retirement Options
Discover how converting funds from a Traditional IRA to a Roth IRA helped this couple to build their retirement dream house. - 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. - Don't Underestimate the Flexibility of Educational Savings Accounts
I explained a Coverdell ESA could receive tax-free distributions to pay qualified education expenses. There is no limit to the number of Coverdell ESAs that can be established for one beneficiary and each ESA may qualify to contribute up to $2,000 a year - Funding a Real Estate Mortgage Case Study
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. - Using Your IRA to Buy Discounted Notes
A Case Study: The Discounted Notes with Participations - Real Estate Notes: How Tom Found an Opportunity for His SEP-IRA and Helped a Fellow Real Estate Broker.
- Converting to Roth IRA
Recently, two of our clients convert their traditional IRAs to Roth IRAs for some rather creative reasons. First, both clients anticipate their Adjusted Gross Income this year for conversion purposes to be less than $100,000. This will allow them to conv - Options Can Be Great for Self-Directed Investors
If you are a real estate investor, you probably make the majority of your profits by being creative. Utilizing a truly self-directed IRA allows you to maximize this creativity by making the profits that you earn become tax-deferred or tax-free. - 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... - Joes IRA...The Banker
Joe kept his eyes and ears open for new investment opportunities. He realized that the choice was his and although he considered the stock market as a source, he still remembered the sick feeling over those months of the 35% decline. - June IRA Insights: Joes IRA Hits a (Rental) Home Run
Joe's retirement plans were coming back into focus as the result of his newly found investments for his IRA. - No Support in the Stock Market
- 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. - Using Your IRA to Buy Discounted Notes
A Case Study: The Discounted Notes with Participations - 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".
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