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Self-Directed IRAs

  • What is a SDIRA?
  • How Does Entrust Help?
  • How Do I Start?

Individual Plans

  • Traditional IRA
  • Roth IRA
  • HSA & ESA

Small Business Plans

  • SEP IRA
  • SIMPLE IRA
  • Individual 401(k)

Self-Directed IRA Rules

  • IRA Contribution Limits
  • Fair Market Valuation
  • Disqualified Persons & Prohibited Transactions
  • Distributions

Funding Your IRA

  • IRA Transfer
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  • IRA Contribution

Investment Options

A Self-Directed IRA gives you the opportunity to make investment decisions in areas based on your knowledge and expertise. From real estate to private lending, you can choose from a wide variety of different types of investments allowed. 

Real Estate

  • Why Real Estate IRA?
  • Types of Real Estate IRAs
  • Funding Your Real Estate Purchase
  • Investment Strategies
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Precious Metals

  • Why Precious Metals?
  • Parties Involved
  • Dealers
  • Domestic Depository Options
  • Metals Allowed
  • Process

Private Placements

  • Checkbook Control

Other Alternatives

  • Energy, Gas, Oil
  • Mortgage Notes

Professionals

Stand out from the competition by offering your audience a way to diversify their portfolios.

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Entrust
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About Entrust

"For almost 40 years, The Entrust Group has provided account administration services for self-directed retirement and tax-advantaged plans. Entrust can assist you in purchasing alternative investments with your retirement funds, and administer the buying and selling of assets that are typically unavailable through banks and brokerage firms."

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The Entrust Group is a BBB Accredited Financial Service in Oakland, CA
      the entrust group logo

      800-392-9653

      555 12th Street, Suite 900, Oakland, CA 94607
      TEG@theentrustgroup.com
      The Entrust Group is a BBB Accredited Financial Service in Oakland, CA
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