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*The Entrust Group offices will close at 1:00 p.m. on Friday, December 13th. We will resume normal business hours on Monday, December 16th.**

Advisors & Issuers

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For over 40 years, The Entrust Group has empowered investors to take control of their retirement portfolios with self-directed IRAs. Now, we’re ready to invest in your career. Whether you’re a financial advisor, investment issuer, or other financial professional, explore how SDIRAs can become a powerful asset to grow your business and achieve your professional goals.

Learning Center

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Access the largest knowledge base for Self-Directed IRAs. Expand your investor knowledge with articles, whitepapers, practical guides and tons of other educational resources.

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.

Latest Blog Posts

Original strategies and insights for intrepid investors.

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How to Rollover a 401(k) to a Self-Directed IRA in 2024-2025

How to Rollover a 401(k) to a Self-Directed IRA in 2024-2025

Rolling over your 401(k) to an SDIRA can bring you closer to your retirement funds, and save you millions down the line.
What is a 4-Point Inspection?

What is a 4-Point Inspection?

A four-point inspection is a type of property inspection that evaluates four systems in a home: the roof, electrical system, plumbing system, and HVAC.
Give Back With Qualified Charitable Distributions (QCDs)

Give Back With Qualified Charitable Distributions (QCDs)

If you are at least 70½, you can make a qualified charitable distribution. With this strategy, you may direct a portion of your RMD to a nonprofit.
IRS Unveils Increased 2025 IRA Contribution Limits

IRS Unveils Increased 2025 IRA Contribution Limits

The IRS released the updated contribution limits for 2025. Find out the key changes, including increased limits for your 401(k), SIMPLE IRA, or HSA.
8 Popular Questions About Required Minimum Distributions

8 Popular Questions About Required Minimum Distributions

Here are answers to eight important questions about RMDs, including account types important deadlines, calculation methods, and potential penalties.
The Upside of Fair Market Valuation for Savvy Investors

The Upside of Fair Market Valuation for Savvy Investors

Completing a fair market valuation (FMV) for your SDIRA fulfills IRS rules and can empower you to make more informed decisions with your portfolio.
State-by-State Capital Gains Tax Rates for 2024

State-by-State Capital Gains Tax Rates for 2024

State capital gains taxes can take out a chunk of your portfolio profits. Explore the top capital gains tax rate for each U.S. state.
Retirement Planning Tips for Every Age: 20s, 30s, 40s, 50s, and 60s

Retirement Planning Tips for Every Age: 20s, 30s, 40s, 50s, and 60s

Explore how retirement planning strategies adapt over time and what you can do at each stage to stay on track for a financially secure future.