All Articles - Location: Entrust
All articles published by Entrust
- 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. - 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. - Investing In Futures and Commodities
- Investing in Partnerships, Private Stock
Offerings and Extraordinary Investments - Real Estate Opportunities South of the US Border
In an online survey performed in April 2007 of 30 thousand self-directed IRA real estate investor clients of ours, 30% were interested in investing in real estate offshore. - Investing in Trust Deeds and Mortgage Notes
You may invest in trust deeds, mortgage notes and other interest-bearing notes with your Entrust Account. These notes may be either in first or subordinate positions and may be purchased from brokers or private parties. - 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. - 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 - 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.
- Real Estate Notes: How Tom Found an Opportunity for His SEP-IRA and Helped a Fellow Real Estate Broker.
- 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. - Coverdell Education Savings Account (CESA)
The Coverdell Education Savings Account (CESA) became effective January 1, 1998. The Coverdell Education Savings Account is an account established by an authorized person (generally a parent or guardian) for the benefit of a minor. - Add a House to Your IRA: Investment Diversification through Self-Direction
Many people are unaware of all the investment choices available within their retirement plans. Most invest in traditional assets such as stocks, bonds and mutual funds. Did you know you can invest in real estate, mortgages, leases, and other asset backed - How to Invest in Real Estate And Pay Little or No Taxes (McGraw Hill)
Use Tax Smart Loopholes to Boost Your Profits By 40% - Add a House to Your IRA: Investment Diversification through Self-Direction
Many people are unaware of all the investment choices available within their retirement plans. Most invest in traditional assets such as stocks, bonds and mutual funds. Did you know you can invest in real estate, mortgages, leases, and other asset backed - Investing in Secured and Unsecured Notes
Funding and Servicing Secured and Unsecured Notes - Entrust must receive all loan documentation prior to the funding of any loan. We cannot fund without a complete loan package, which includes a trust deed and note, title insurance, when applicable, and - 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 - 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 - Rollover from Decedent's IRA to IRA Owned by Surviving Spouse
Rollover from decedent's IRA to IRA owned by surviving spouse can be made tax-free under 408(d)(3) (P.L.R. 200011062). - IRA Beneficiary Can Receive IRA Distributions
IRA beneficiary can receive IRA distributions over her life expectancy after IRA owner's death, although IRA had made distributions over its owner's single life expectancy prior to his death. - Recomputation of Annual Distributions from IRA to Include Annual Four Percent COLA.
Will trigger tax. In addition, the IRS held that the distribution of a one-time catch-up payment equal to the amount by which the annual distributions for prior years, if adjusted for COLAs, exceed the annual distributions actually made, will result in - 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. - SEC Resources
The mission of the U.S. Securities and Exchange Commission is to protect investors, maintain fair, orderly, and efficient markets, and facilitate capital formation. The following information is available on the SEC website. - IRA beneficiary distributions in death and divorce
Rollover from decedent's IRA to IRA owned by surviving spouse can be made tax-free under ยง408(d)(3). - 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. - 9th Circuit Appeals Court Finds That A Keogh Plan Cannot Be Part Of A Bankruptcy Estate
In an important decision regarding the access of assets by creditors of pension plan funds, the 9th Circuit Court of Appeals found that a participant's account in a Keogh plan could not be considered part of a bankruptcy estate when the participant filed - 9th Circuit Appeals Court Finds That A Keogh Plan Cannot Be Part Of A Bankruptcy Estate
In an important decision regarding the access of assets by creditors of pension plan funds, the 9th Circuit Court of Appeals found that a participant's account in a Keogh plan could not be considered part of a bankruptcy estate when the participant filed - Individual Retirement Annuities Not Exempt From Bankruptcy Estate, Panel Rules
Individual retirement annuities are not synonymous with individual retirement accounts, and thus a debtor's individual retirement annuity was not exempt from his bankruptcy estate - Individual Retirement Annuities Not Exempt From Bankruptcy Estate, Panel Rules
Individual retirement annuities are not synonymous with individual retirement accounts, and thus a debtor's individual retirement annuity was not exempt from his bankruptcy estate - Court Upholds Bankruptcy Exemption For IRA Under California Statute
Bankruptcy debtors in California may shield their individual retirement accounts from creditors, the U.S. Court of Appeals for the Ninth Circuit ruled Feb. 14 - Court Upholds Bankruptcy Exemption For IRA Under California Statute
Bankruptcy debtors in California may shield their individual retirement accounts from creditors, the U.S. Court of Appeals for the Ninth Circuit ruled Feb. 14 - IRA Funds Ruled Exempt as Necessary for Debtor's Support
The larger of a debtor's individual retirement accounts is exempt under Bankruptcy Code Section 522(d), the U.S. Bankruptcy Court for the Eastern District of Arkansas decided April 27, finding that the funds would be - IRA Funds Ruled Exempt as Necessary for Debtor's Support
The larger of a debtor's individual retirement accounts is exempt under Bankruptcy Code Section 522(d), the U.S. Bankruptcy Court for the Eastern District of Arkansas decided April 27, finding that the funds would be - On Appeal, Debtor IRA Held Exempt Property Of Bankruptcy Estate Under Section 522(d)
Judge Patrick J. Duggan agreed with the bankruptcy court that the IRA is property of the debtor's estate but overruled the lower court's finding that the IRA was not exempt. - On Appeal, Debtor IRA Held Exempt Property Of Bankruptcy Estate Under Section 522(d)
Judge Patrick J. Duggan agreed with the bankruptcy court that the IRA is property of the debtor's estate but overruled the lower court's finding that the IRA was not exempt. - IRS Publication Links
In this article, you wil find links to the frequently used IRS publications that you may need if you self-direct the funds in your IRA. - IRS Publication Links
In this article, you wil find links to the frequently used IRS publications that you may need if you self-direct the funds in your IRA. - 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. - 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. - 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. - 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. - 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. - Are Roth 401(k) Plans a Good Idea?
- 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... - 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... - 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... - 2008: Is this a Good Time to Self-Direct My IRA?
- 2008: Is this a Good Time to Self-Direct My IRA?
- 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 - Traditional IRAs
- 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. - 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. - 511 Imposition of tax on unrelated business income of charitable, etc., organizations
511 Imposition of tax on unrelated business income of charitable, etc., organizations - 511 Imposition of tax on unrelated business income of charitable, etc., organizations
511 Imposition of tax on unrelated business income of charitable, etc., organizations - Feb IRA Insights: A Financially Sound Retirement Plan Needs Your Attention!
The financial gurus tell us we should save 10% of our annual income in order to have enough cash to last through our retirement. Most of us are not in a position to save this kind of money due the rising cost of everyday living-- just look at the gas pum - 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 - 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 - Lay the Financial Groundwork for the Second Half of Your Life
- Lay the Financial Groundwork for the Second Half of Your Life
- How to Tap Your Retirement Assets to Achieve Real Estate Dreams
How many times have you run into eager real estate investors who had the bulk of their money tied up in retirement plan assets-and believed they had no way to tap those assets? Now you can help those clients and yourself - How to Tap Your Retirement Assets to Achieve Real Estate Dreams
How many times have you run into eager real estate investors who had the bulk of their money tied up in retirement plan assets-and believed they had no way to tap those assets? Now you can help those clients and yourself - Diversifying Your Portfolio with Land
Purchasing land using your Entrust self-directed IRA is an easy way to diversify your investment portfolio. It also makes investing in real estate available . . . - Diversifying Your Portfolio with Land
Purchasing land using your Entrust self-directed IRA is an easy way to diversify your investment portfolio. It also makes investing in real estate available . . . - May IRA Insights: Why Must IRAs Have A Custodian?
The Employment Retirement Income Security Act (ERISA) was signed into law by President Gerald Ford over 33 years ago and the Individual Retirement Account developed soon after. - May IRA Insights: Why Must IRAs Have A Custodian?
The Employment Retirement Income Security Act (ERISA) was signed into law by President Gerald Ford over 33 years ago and the Individual Retirement Account developed soon after. - May IRA Insights: Worried About Your Financial Future?
Most of us utilize a company 401(k) plan or depend on major financial institutions to invest our retirement dollars and pray for double digit growth. With the downturn in the markets, the economy in general and the continued slide in real estate, does th - May IRA Insights: Worried About Your Financial Future?
Most of us utilize a company 401(k) plan or depend on major financial institutions to invest our retirement dollars and pray for double digit growth. With the downturn in the markets, the economy in general and the continued slide in real estate, does th - 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. - 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. - 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. - June IRA Insights: Tax Lien Certificates
Whether you invest with your self-directed IRA or personal funds, tax lien certificates can make sense for slow and steady growth in your portfolio. Tax liens are booming in states where homeowners are missing mortgage payments. - June IRA Insights: Tax Lien Certificates
Whether you invest with your self-directed IRA or personal funds, tax lien certificates can make sense for slow and steady growth in your portfolio. Tax liens are booming in states where homeowners are missing mortgage payments. - 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. - 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. - Investments Support You During Tough Times
The stock market is volatile. The sub prime mess has wreaked havoc on the economy. Gas prices are over $4.00 a gallon. And good companies are in financial trouble. I don't have a crystal ball but could safely guess the state of the economy is not plannin - Investments Support You During Tough Times
The stock market is volatile. The sub prime mess has wreaked havoc on the economy. Gas prices are over $4.00 a gallon. And good companies are in financial trouble. I don't have a crystal ball but could safely guess the state of the economy is not plannin - July IRA Insights - Interesting Insights - Tax Relief for Military
On June 17, 2008, President Bush, signed H.R. 6081, the Heroes Earnings Assistance and Relief Tax (HEART) Act of 2008. The bill was passed by the - Things to Avoid
Things to avoid with a self-directed IRA - 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. - 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. - 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 Apartment Buildings and Condominiums in IRAs and Keoghs
Apartment buildings and condominiums have been somewhat elusive over the last few years among retirement plan investors. However, in the last quarter, the number of multifamily units in IRAs and Keoghs has increased. - Put Savings to Work: Self-Directed Retirement Accounts Broaden Your Options
- Put Savings to Work: Self-Directed Retirement Accounts Broaden Your Options
- Understanding your IRA: Prohibited Transactions and Self Dealing
The most frequently asked questions about self-directed retirement plans are about which kinds of transactions are permitted, and which are not. How much freedom do you have when it comes to investing with your tax-free or tax-deferred IRA? - Using Your IRA to Buy Discounted Notes
A Case Study: The Discounted Notes with Participations - Using Your IRA to Buy Discounted Notes
A Case Study: The Discounted Notes with Participations - October IRA Insights: Overcoming Obstacles Finding the Money
If you need investment capital, why not tap the more than $4 billion in IRA money, held collectively by over 50 million people? Through a self-directed IRA, those individuals can provide loans to your project, secured with a mortgage or other collatera - October IRA Insights: Forty Eight Hours, Seven Closings
I realized how amazingly creative our clients are, not just in structuring their investments, but also in the way they solve problems. - October IRA Insights: The Value in Your Land May Be Beneath You
As energy prices rise, there has been renewed interest (and opportunity) in alternatives to oil-namely coal and natural gas. - October IRA Insights: Does Retirement Equal Happiness?
- October IRA Insights: Inherited IRA & Now 401(k) Assets
Beginning in 2008, there is new ability for non-spouse beneficiaries - 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, - 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". - 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". - Experts Who Don't Understand Real Estate IRAs
Recently one of our clients alerted us to a syndicated columnist writing about- You guessed it: Real Estate in IRAs. She went so far to state that anyone who says it's ok is committing fraud!
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