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Using Your Self-Directed IRA to Buy Discounted Notes

The Entrust Group

Estimated reading time: 2 minutes

Discounted notes can be a great source of income inside a self-directed IRA.  However, it takes a lot of work and specialized knowledge to do it right.  In this article we use a real-life Entrust client situation to break down the process to explain how it all works.

Topics: Real Estate, Alternative IRA Investments
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Why You Shouldn't Overlook Your Beneficiary Designation

John Paul Ruiz, QKA, CISP, Director of Professional Development

Estimated reading time: 2 minutes 20 seconds

In my career as a retirement professional, I believe that the IRA beneficiary designation is the section of the IRA document that is most over looked by most IRA holders. Common mistakes by IRA holders include skipping or not completing this section or not providing pertinent information. The information contained in this section is what provides guidance to the IRA custodian/trustee on who gets the assets upon the death of the IRA holder. Understanding how beneficiary designation forms work is essential in making sure the IRA holder understand how their assets will flow through to their beneficiary(ies) upon death.

Topics: Basics of Self-Directed IRAs, Plan Resources
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You Asked, We Answered: Investing in Real Estate with IRA Funds

The Entrust Group

Estimated reading time: 4 minutes

For our November national webinar, we held an open Q&A about investing in real estate with IRA funds. Continue reading to see what questions investors had regarding IRAs and real estate investing: 

Topics: Real Estate, Alternative IRA Investments, Self-Directed IRA Plans
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Entrust Employee Spotlight: Rachel

The Entrust Group

Estimated reading time: 1 minute

Meet Rachel, she works as an Administrative Assistant at The Entrust Group and has been with the company for 5 months. She enjoys her colleagues here at Entrust, and feels like everyone is very informative and takes the time to explain things if needed.

Topics: Entrust News
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FAQs: Reporting a Fair Market Valuation for Your IRA

The Entrust Group

Estimated reading time: 3 minutes 40 seconds

Every year, the IRS requires a report of the value of your IRA assets. This is where the fair market valuation (FMV) comes in.  A fair market valuation is used to assign or change the value of an asset in a self-directed IRA. A Fair Market Valuation Form must be submitted on a yearly basis, and valuation of assets in a self-directed account must be provided to The Entrust Group, Inc. (“Entrust”) to ensure proper tax reporting to the Internal Revenue Service (IRS). This is required for all IRAs and is not a special addendum to self-directed retirement accounts. But the process is different from reporting the value of non-monetary assets like stocks, bonds, and CDs. To make the process easier, we've collected the most frequently asked questions about the FMV process:

Topics: Basics of Self-Directed IRAs, Distributions, Alternative IRA Investments, Self-Directed IRA Plans
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