M821 - Global Footer Purchasing Strategies | The Entrust Group

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About Entrust

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For 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.

sdira strategies

Once you have funded your account, you can use any of these four purchasing strategies to purchase assets in your self-directed IRA (SDIRA). 

While these strategies can be used to purchase any type of asset in your SDIRA, some strategies are more suited for particular types of investments. For instance, a non-recourse loan is used for real estate. Purchasing strategies can also be combined. You may find that pairing partnering and a non-recourse loan allows you to invest in a larger real estate investment than is possible with your SDIRA alone. 

Some purchasing strategies are more complex than others, so make sure you talk with your advisor before you purchase your investment. 

Types of Purchasing Strategies

direct-purchase

Direct Purchase

The simplest and quickest way to buy assets for your retirement account. Your SDIRA pays cash for the investment and holds the title to it.
partnering-1

Partnering

This strategy is the process of joining your SDIRA’s funds with other funding sources. You can partner your SDIRA with other retirement accounts, non-retirement accounts, and even personal funds. You can partner with anyone, including yourself and disqualified persons on a new transaction. Partnering allows you to leverage your SDIRA and invest in assets that might cost more than the funds already in your account. Learn more ›
non-recourse

Non-recourse loan

A non-recourse loan is a type of debt that is secured only by the asset the loan finances. The lender has no other recourse, or ability to seize other assets if the borrower defaults on payments. It can be a great option for those who need extra funds to finance a particular investment opportunity. Learn more ›

LLC

LLC (limited liability company)

Purchasing assets through an LLC you establish grants you liability protection, faster transactions, and fewer administrative fees. While your SDIRA might technically have multiple assets, in the eyes of your administrator it has only one—the LLC itself. Learn more ›
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Run out of funds? You can add additional funds to your account by making a contribution, liquidating assets, or renting out property your SDIRA owns.