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The Entrust Group Blog

10 Things You Should Know Before Investing in Real Estate

10 Things You Should Know Before Investing in Real Estate

Real estate is the most popular asset among Self-Directed IRA investors. It’s easy to see why. Here's a few things you should know first.
Looking for New Investment Ideas? Meet Entrust Connect

Looking for New Investment Ideas? Meet Entrust Connect

Our online marketplace, Entrust Connect allows you access to private offerings that other Entrust clients have invested in.
Want to Help Local Businesses? Consider Crowdfunding

Want to Help Local Businesses? Consider Crowdfunding

If you have funds in your Self-Directed IRA to spare, you can use them to invest in businesses of your choosing.
A Better Way to Invest in Your Child’s Education

A Better Way to Invest in Your Child’s Education

Regardless of the age your child is now, it’s likely that you’ll need to make a monetary investment in their education eventually.
How Changes in the SECURE Act Affect Qualified Charitable Distributions

How Changes in the SECURE Act Affect Qualified Charitable Distributions

Deductible Traditional IRA contributions made at age 70 ½ and older will reduce an individual’s eligibility for Qualified Charitable Distributions.
Investing in Gold: Where to Stash It

Investing in Gold: Where to Stash It

Hint, hint: definitely, not at your house.
Beginner's Guide: Purchasing a Rental Property With a Self-Directed IRA

Beginner's Guide: Purchasing a Rental Property With a Self-Directed IRA

Investing in real estate with a Self-Directed IRA is similar to making a regular real estate purchase, but with a few key exceptions.
IRS Provides Relief With Notice 2020-51

IRS Provides Relief With Notice 2020-51

Notice 2020-51 gives relief to IRA holders and beneficiaries who have taken their RMDs and have passed the 60-day period.
You Can Use Your Retirement Plan for COVID-19 Relief

You Can Use Your Retirement Plan for COVID-19 Relief

Individuals experiencing financial strain due to the COVID-19 pandemic may tap into their retirement plans for financial relief.
How to Choose the Right Tenants for Your Rental

How to Choose the Right Tenants for Your Rental

You'll want to find responsible, trustworthy tenants who will treat your property with respect. Here are some tips to get you started.
Upcoming IRA Contributions and IRS Form 5498 Deadlines

Upcoming IRA Contributions and IRS Form 5498 Deadlines

The original due dates for 2019 tax returns that fell between April 1 and July 15 of 2020 have been extended to July 15, 2020 in response to COVID-19.
Self-Directed IRA Rules

Self-Directed IRA Rules

Knowing and abiding by the laws that govern your Self-Directed IRA is up to you. Here are the essential rules you need to know.
90 Things You Can Invest in With a Self-Directed IRA

90 Things You Can Invest in With a Self-Directed IRA

A Self-Directed IRA gives you access to an IRA's full investment potential. Here’s our list of 90 investments you can make with a Self-Directed IRA.
6 Obstacles That Might Prevent You From Opening a Self-Directed IRA

6 Obstacles That Might Prevent You From Opening a Self-Directed IRA

Opening a Self-Directed IRA is simple, but if your investment strategy conflicts with how SDIRAs work, you might need to review your strategy.
How to Increase Your Portfolio’s Resilience During the COVID-19 Pandemic

How to Increase Your Portfolio’s Resilience During the COVID-19 Pandemic

The recent stock market has some investors worried about their retirement investments. Investors who have non-traditional investments are less concerned.
How the CARES Act Affects Retirement Plans

How the CARES Act Affects Retirement Plans

The CARES Act was signed into law on March 27. The bill's provisions will assist IRA and employer sponsored plan participants during the COVID-19 pandemic.
The 2020 Tax Deadline Has Been Extended

The 2020 Tax Deadline Has Been Extended

The individual and business tax return due date for tax year 2019 has been extended to July 15, 2020.
Required Minimum Distributions Have a New Starting Age

Required Minimum Distributions Have a New Starting Age

Prior to tax year 2020, IRA holders (except those with Roth IRAs) had to start taking RMDs once they reached the age of 70 ½.
You Might Want to Rollover Your Old 401(k) into an IRA—Here’s Why

You Might Want to Rollover Your Old 401(k) into an IRA—Here’s Why

Untouched funds won't help you achieve your investment goals, but rolling them over into a Self-Directed IRA and diversifying your portfolio just might.
Age Limits on Traditional IRA Contributions? Not Anymore

Age Limits on Traditional IRA Contributions? Not Anymore

Thanks to the SECURE Act of 2019, the age barrier to making Traditional IRA contributions will no longer be an issue as of tax year 2020.
5 Steps to Kickstart Your 2020 Tax Strategy

5 Steps to Kickstart Your 2020 Tax Strategy

Already filed your 2019 tax return? Here's a post-tax routine to prep you for 2020 taxes.
Tax-Free or Tax-Deferred? How to Pick the Right Plan

Tax-Free or Tax-Deferred? How to Pick the Right Plan

Choosing a retirement plan is daunting. A key choice you’ll need to make is between tax-free and tax-deferred plans.
What IRA Holders Should Know About the SECURE Act

What IRA Holders Should Know About the SECURE Act

Here’s a breakdown of some of the more significant changes of The Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act)...
Advisors: Here’s Why You Should Up Your Alternative Investment Game

Advisors: Here’s Why You Should Up Your Alternative Investment Game

Alternative assets are a growing trend. The alternative investment industry is expected to grow by 59% by the year 2023.
5 Reasons Self-Directed IRAs Might Not Be for You

5 Reasons Self-Directed IRAs Might Not Be for You

Self-Directed IRAs are a great way to invest in your retirement—that said, they’re not for everyone. Self-Directed IRAs are not for entry level investors.
How to Raise More Capital for Your Offerings, Faster

How to Raise More Capital for Your Offerings, Faster

Now that the majority of the western business world is online, competition for funding fiercer than ever--here's how you can give your offerings a leg up.
The IRS Announces IRA Contribution Limits for 2020

The IRS Announces IRA Contribution Limits for 2020

The IRS released the IRA contribution limits and income thresholds for 2020. Use the chart to determine your IRA contribution and deduction limitations.
What IRA Holders Need to Be Aware of at Year End

What IRA Holders Need to Be Aware of at Year End

As end of year approaches there are a number of deadlines IRA holders need to be aware of. Here are a few deadlines you may want to keep track of...
Here’s What Spooks People About Investing in Retirement

Here’s What Spooks People About Investing in Retirement

People have a lot of fear around saving for retirement. It’s a shame--fear is limiting. Let's see if we can dispel some of those fears.
Creating a More Secure Retirement

Creating a More Secure Retirement

This week we’re celebrating National Retirement Security Week, so let’s talk about how you can build a more secure retirement.
Why You Need to Invest in Your Retirement

Why You Need to Invest in Your Retirement

Investing is crucial not only because it puts your savings to work, but because it helps your retirement nest egg keep up with inflation.
Your Distribution is Taxable in the Year It’s Distributed

Your Distribution is Taxable in the Year It’s Distributed

Many people think that a distribution check isn’t taxable until it’s cashed—this is false. A distribution is taxable in the tax year it is distributed.
Using a Self-Directed IRA to Invest in an LLC

Using a Self-Directed IRA to Invest in an LLC

LLC is an acronym for limited liability company. LLCs can be created with little time and are considered pass through entities for tax purposes.
Here’s What You Can Do With Your Account Earnings

Here’s What You Can Do With Your Account Earnings

The truth is your earnings along with the cash from your initial investment are just more capital you can invest.
5 Partnering Strategies To Help Your IRA Funds Go Farther

5 Partnering Strategies To Help Your IRA Funds Go Farther

Partnering your IRA can help you get the funds to purchase anything from single and multi-family housing to commercial property, and even unimproved land.
How to Invest in Gold With an IRA

How to Invest in Gold With an IRA

If you’re one of the millions of people who’s been trolling the web for information lately, asking yourself, “Should I invest in gold?” Take a seat.
Offshore Real Estate Investors: Here's Your Due Diligence in 6 Steps

Offshore Real Estate Investors: Here's Your Due Diligence in 6 Steps

With more and more Americans purchasing offshore real estate, whether for investment purposes or living abroad after retirement—due diligence is critical.
You Can Use Your Retirement Account to Invest in Cryptocurrency

You Can Use Your Retirement Account to Invest in Cryptocurrency

As with any new asset class you add to your portfolio, investing in crypto can mitigate risk, offer a hedge against inflation, and increase returns.
Bummed About the Stock Market? Here’s How to Diversify Your Portfolio

Bummed About the Stock Market? Here’s How to Diversify Your Portfolio

Contemplating diversification requires thinking about how your assets will react in relation to one another and to the broad spectrum of current events.
Self-Direction and Real Estate Notes: Part 2

Self-Direction and Real Estate Notes: Part 2

In our second installment of Self-Direction and Real Estate Notes, we discuss performing, non-performing, and unsecured notes.
10 Reasons We Love Roth IRAs (And You Should Too)

10 Reasons We Love Roth IRAs (And You Should Too)

Most people know what a Traditional IRA is, yet many aren’t aware of the Roth IRA. Here are 10 reasons we think you should check out the Roth IRA...
How Much Money Do You Need to Retire? Consider These 4 Factors

How Much Money Do You Need to Retire? Consider These 4 Factors

The general rule of thumb is that you need 80% per year of your pre-retirement income to retire comfortably, but most Americans lack adequate savings.
What You Need to Know About Investing in Precious Metals

What You Need to Know About Investing in Precious Metals

Gold served as currency for centuries. Precious metals tend to act in opposition to the stock market: when equity prices are low, gold typically rides high
How to Purchase That Asset You Can't Quite Afford

How to Purchase That Asset You Can't Quite Afford

If you find a great investment but don’t have quite enough money in your IRA to make the purchase -- there are ways to make your IRA balance go further.
Recent Court Case Underscores the Importance of Not Engaging in Prohibited Transactions

Recent Court Case Underscores the Importance of Not Engaging in Prohibited Transactions

An individual's IRA engaged in prohibited transactions and lost its IRA status. The court ruled that the IRA was no longer exempt from creditors.
SDIRA 101: Your Self-Directed IRA Basics

SDIRA 101: Your Self-Directed IRA Basics

All IRAs abide by the same laws and possess the same capabilities. What separates a Self-Directed IRA from the rest is merely this: access and control.
Self-Direction and Real Estate Notes: Part 1

Self-Direction and Real Estate Notes: Part 1

Investing in real estate notes offers many of the same advantages as investing in real estate, but without the disadvantages.
The Diversification Advantage You're Looking For Is Right Here

The Diversification Advantage You're Looking For Is Right Here

Owning equities in 5 large-cap tech companies isn’t real diversification. On the surface, diversification is about owning assets in a variety of classes.
What You Need to Know About Accredited Investors

What You Need to Know About Accredited Investors

Here are some important things to know about accredited investors and how becoming one might influence your Self-Directed IRA investment strategy.
What's the Difference Between a Transfer and Rollover? (Transfer vs. Rollover)

What's the Difference Between a Transfer and Rollover? (Transfer vs. Rollover)

Minimize risks when moving your retirement savings assets to an IRA. Know the difference between a transfer and a rollover to save time and money.
How to Choose Your SDIRA Provider FAQ Guide

How to Choose Your SDIRA Provider FAQ Guide

New to the self-directed IRA space? You may have seen terms like administrator or custodian. Read this article to learn what services each provides.
Preparing for the Effect Divorce Can Have on Your Retirement Savings

Preparing for the Effect Divorce Can Have on Your Retirement Savings

Proper planning can help you mitigate divorce-related damage to your retirement dollars. A few things to consider when planning your retirement savings...
Limited Liability Companies as a Self-Directed IRA Strategy

Limited Liability Companies as a Self-Directed IRA Strategy

Creating an IRA LLC is one strategy IRA investors can use to purchase real estate or other types of assets. This gives the investor checkbook control.
How to Save For Retirement Even After Retirement Age

How to Save For Retirement Even After Retirement Age

Whatever your reason for working past retirement age, you have a number of options that will allow you to continue saving in a tax-advantaged account.
Test Your Knowledge: What You Can and Can’t Do With a Real Estate IRA

Test Your Knowledge: What You Can and Can’t Do With a Real Estate IRA

Investing in real estate using an IRA has many benefits. But be careful! If an IRA engages in a prohibited transaction, it can jeopardize the tax-advantaged status of those accounts. Here’s a little quiz to test your knowledge of both prohibited transactions and disqualified persons.
Legacy Planning Guide for IRA Holders and Their Beneficiaries

Legacy Planning Guide for IRA Holders and Their Beneficiaries

Some of the most common questions in legacy planning relate to the IRA holder's beneficiary options and the varying levels of taxation on the inherited retirement accounts. Read this article and learn how to prepare your legacy plan and what you should communicate to your beneficiaries.
When a Roth IRA Meets Real Estate Investing

When a Roth IRA Meets Real Estate Investing

Real estate is the most popular alternative asset The Entrust Group clients own in their self-directed IRAs. In this article, we’ll discuss investing in real estate using Roth IRAs and show you the benefits, for both you and your beneficiaries.
Are the Airbnb Investment Properties in Your Self-Directed IRA Subject to Tax?

Are the Airbnb Investment Properties in Your Self-Directed IRA Subject to Tax?

Self-directed IRA holders are now taking advantage of the revenue stream offered by short-term rentals via platforms like Airbnb. That revenue stream, however, could have tax consequences. Learn how to avoid paying taxes on the income generated from Airbnb investment properties in this article.
Everything You Need to Know About UBIT and UDFI

Everything You Need to Know About UBIT and UDFI

UBIT, UDFI, and UBTI can be confusing to the many savers who use their self-directed, tax deferred accounts to invest in businesses that generate income. This article explores some of the questions retirement investors have about this trio of taxing acronyms.
5 Tax Forms Every IRA Holder Should Know

5 Tax Forms Every IRA Holder Should Know

Around tax time, many tax payers have questions relating to the tax forms associated with their IRA. This article provides a breakdown for IRS Forms 1099-R, 8606, 990-T, 1040, and 5498, what you need to be aware of, their purpose, and additional information.
Why Health Savings Should be Part of Your Retirement Plan

Why Health Savings Should be Part of Your Retirement Plan

A Health Savings Account (HSA) is a valuable yet underused resource in retirement planning. Discover how you can contribute to a tax-advantaged HSA to help minimize the financial impact of health related expenses.
Demystifying Self-Directed IRAs

Demystifying Self-Directed IRAs

Find out what a self-directed IRA really is. Find out if it is the right choice for your investment needs. This article will you become equated with an often misunderstood and incredibly powerful investment tool.
401(k) or IRA? Why Smart Investors Use Both

401(k) or IRA? Why Smart Investors Use Both

Which retirement vehicle should you use to save for a secure retirement, an employer’s 401(k) or an Individual Retirement Arrangement (IRA)? Both! The two complement each other. Here are some of the distinctions that define these two essential retirement savings vehicles.
How to Directly Rollover a 401(k) to a Self-Directed IRA (2020)

How to Directly Rollover a 401(k) to a Self-Directed IRA (2020)

Did you leave a 401(k) with an old employer? You might want to roll over those retirement funds to a self-directed IRA to access a world of alternative investments.
3 Tools To Help You Prepare For Your Dream Retirement

3 Tools To Help You Prepare For Your Dream Retirement

Creating a strategy for saving for the different stages of life may be quite overwhelming for most Americans. Not learning about the different tools available may be a mistake that only time could reveal. Learn about the three tools that are available to you to save for a comfortable retirement.
Understanding IRA Tax Benefits

Understanding IRA Tax Benefits

Learn how contributing to an IRA can provide an opportunity for individuals to increase their retirement savings through tax benefits.
Have You Conducted Your Yearly Financial Checkup Yet? Here’s a Guide

Have You Conducted Your Yearly Financial Checkup Yet? Here’s a Guide

The beginning of the year is often a perfect time to look at your finances. The fast approaching tax deadline is an obvious incentive. Conducting an annual financial checkup sets you up to take the right steps today to build a strong foundation for your financial wellness.
The New Tax Law and How It'll Affect Taxpayers in 2019

The New Tax Law and How It'll Affect Taxpayers in 2019

The application of changes to the tax law took effect for the tax year 2018. his article addresses common questions by people who are trying to decipher how the changes will affect them...
[Infographic]Who is a Disqualified Person (FAQ)

[Infographic]Who is a Disqualified Person (FAQ)

Self-directed IRAs are governed by rules that prohibit transactions with disqualified persons. Here we explain who you can and can’t work with.
You Asked, We Answered: Top 10 Self-Directed IRA Questions from 2018

You Asked, We Answered: Top 10 Self-Directed IRA Questions from 2018

Participants who attended our monthly webinar had the opportunity to ask the top most frequenstly asked questions about self-directed IRAs. What many investors dont know is...
Open a Self-Directed IRA Now to Build Your Tax-Advantaged Retirement Savings

Open a Self-Directed IRA Now to Build Your Tax-Advantaged Retirement Savings

There are plenty of advantages to starting your retirement savings plans early in the year. Investors and others who choose to save for their retirement can....
Looking Ahead to 2019: What It Means for Your Retirement

Looking Ahead to 2019: What It Means for Your Retirement

2019 has some significant changes in store for retirement accounts. Here is a rundown of what you should be aware of as you plan ahead...
Why Smart Investors Use The Entrust Group For Their Alternative Investments

Why Smart Investors Use The Entrust Group For Their Alternative Investments

The Entrust Group likes to put you in control of your investments. That is at the heart of self-direction. Being of client of Entrust includes...
IRA Contribution Limits for 2019 [Chart]

IRA Contribution Limits for 2019 [Chart]

If you have yet to contribute to your self-directed IRA, consider doing so before the tax deadline of April 15th, 2019.
Top 4 Things Investors Do to Prepare for End-of-Year

Top 4 Things Investors Do to Prepare for End-of-Year

While its natural to splurge at the holidays, it shouldn’t come at the expense of longer-term savings goals like retirement or education. Here are four things investors do to prepare for end-of-year...
8 Popular Questions About Required Minimum Distributions

8 Popular Questions About Required Minimum Distributions

If your 70th birthday was before July 1st 2018, you must take your first RMD no later than April 1st of 2019. Here's what IRA plan holders need to know...
How to Give Back This Holiday Season with Qualified Charitable Distributions

How to Give Back This Holiday Season with Qualified Charitable Distributions

If you are at least 70 ½ years old, you can use your existing IRA distribution to donate directly to your favorite qualifying nonprofit, many investors...
You Asked, We Answered: Ways to Protect Your Self-Directed IRA From Fraud

You Asked, We Answered: Ways to Protect Your Self-Directed IRA From Fraud

Participants who attended our monthly webinar had the opportunity to ask questions about safeguarding their self-directed IRA. What many investors dont know is...
Guide: Reporting Your Fair Market Valuation

Guide: Reporting Your Fair Market Valuation

Every year, the IRS requires a report of the value of your IRA assets, here's a guide on how to report your fair market valuations:
Top 3 Questions IRA Holders Have About Property Taxes

Top 3 Questions IRA Holders Have About Property Taxes

We collected the top 3 questions self-directed IRA holders have about property taxes. Read to learn more.
7 Essential Tips for Taking Distributions From Your Self-Directed IRA

7 Essential Tips for Taking Distributions From Your Self-Directed IRA

There are several rules, and we walk you through the important ones to avoid unnecessary fees and fines.
How Retirement Might Look Without a Savings Plan

How Retirement Might Look Without a Savings Plan

What would happen if you attempted to retire without a savings net?
Test Your Knowledge: A Pop Quiz for Self-Directed Investors

Test Your Knowledge: A Pop Quiz for Self-Directed Investors

At The Entrust Group, we pride ourselves in investor education. Our first ever "pop-quiz" tests your knowledge about IRA basics. Take the quiz to see if...
Where Are You On Your Journey to Retirement?

Where Are You On Your Journey to Retirement?

As we gear up for National Retirement Security Week on Oct. 15 - 21, we can't help but think about the journey to get to the destination. This article gives an overview about where...
3 Gold Alternatives and Why Investors are Taking Notice

3 Gold Alternatives and Why Investors are Taking Notice

We take a closer look at "white-metals" including silver, platinum and palladium, and how you might want to add one or more to your self-directed retirement savings account...
5 Reasons to Use a Self-Directed IRA to Invest in Real Estate

5 Reasons to Use a Self-Directed IRA to Invest in Real Estate

Self-directed IRAs are the only retirement arrangements that allow individual investors the freedom to pursue alternative investments, such as real estate, which offers many benefits to those who are looking for creative ways to save for the future.
4 Frequently Asked Questions about Self-Directed IRA Distributions

4 Frequently Asked Questions about Self-Directed IRA Distributions

FAQs about required minimum distributions for self-directed IRAs for the December 31st deadline
Choosing a Depository for Your Precious Metals Investment

Choosing a Depository for Your Precious Metals Investment

Here's what you need to know when choosing a depository for your precious metals investment...
You Asked, We Answered: How to Use Your Retirement Funds to Invest in Offshore Real Estate

You Asked, We Answered: How to Use Your Retirement Funds to Invest in Offshore Real Estate

Participants who attended our monthly webinar had the opportunity to ask questions about using retirement funds to invest in offshore real estate. What many investors dont know is...
Selecting the IRA Plan That Works Best For You

Selecting the IRA Plan That Works Best For You

Do you have a retirement saving strategy? It’s never too early to start planning. You have many options with a self-directed IRA.
Which International Central Banks Own the Most Gold and Why?

Which International Central Banks Own the Most Gold and Why?

Which country owns the most gold, how much and where? Let’s take a look at which countries hold gold and why...
What Investors Need to Know About Unrelated Business Income Tax (UBIT)

What Investors Need to Know About Unrelated Business Income Tax (UBIT)

The acronyms UBTI and UBIT are often used interchangeably, but what do they really mean? It's important for investors to know...
Avoiding Offshore Investment Scams with Due Diligence

Avoiding Offshore Investment Scams with Due Diligence

Due diligence is particularly important for investors considering investments in offshore real estate. Some investors can find themselves in these stick situations...
A Day in the Life: Client Services at The Entrust Group

A Day in the Life: Client Services at The Entrust Group

Our new blog series "A Day in the Life" takes a closer look at Entrust's company culture. This month we talked with Mohammed Khan, Client Services Manager at Entrust. Here's why he loves services our clients...
How to Use

How to Use "Checkbook Control" For Even More Control of Your Self-Directed IRA

Having a checking account provides more investment freedom, allowing you, the IRA holder, to achieve your investing goals and manage your assets with ease. Here's how to use "Checkbook Control"...
Understanding Stocks as a Retirement Investment Vehicle

Understanding Stocks as a Retirement Investment Vehicle

Understanding methods of how companies raise capital for growth and/or operational continuance gives investors the different types of investments made available through companies. In this article, we take a look at stocks and bonds...
You Asked, We Answered: Self-Directed IRA Live Q&A for Investors

You Asked, We Answered: Self-Directed IRA Live Q&A for Investors

Participants who attended our monthly webinar had the opportunity to ask questions about beginner and advanced questions regarding self-directed IRAs, retirement investments, LLCs, and more..
How an Education Savings Account Pays for Your Child's Education (Tax-Free)

How an Education Savings Account Pays for Your Child's Education (Tax-Free)

Back-to-school is right around the corner, and we're thinking about the Coverdell Education Savings Account (ESA). It's a way to save for a child or beneficiary’s qualified education expenses on a tax-free basis...
You Asked, We Answered: 2018 Real Estate IRA Investment Trends and Insights

You Asked, We Answered: 2018 Real Estate IRA Investment Trends and Insights

Participants who attended our monthly webinar had the opportunity to ask questions about emerging trends in real estate investments and the basics of Real Estate IRAs like…
Entrust Employee Profile: Joshua

Entrust Employee Profile: Joshua

Meet Joshua, he's a Client Services Associate at Entrust who loves to produce and remix music in his very own music studio. Let's learn more about him...
Cryptocurrency vs. Precious Metals: Which One Wins?

Cryptocurrency vs. Precious Metals: Which One Wins?

This article offers a few considerations when it comes to assessing crypto-currencies and precious metals—gold in particular—as investment assets.
5 Professionals Who Can Grow Their Business with Self-Directed IRAs

5 Professionals Who Can Grow Their Business with Self-Directed IRAs

If you are a professional such as a CPA, RIA, advisor, investment issuer, real estate agent or broker, you can grow your business by including the flexibility of self-directed retirement plans in your strategy. Find out how you can benefit from it in this article...
Gold Demand Down, But It Still Glows for Precious Metals Investors

Gold Demand Down, But It Still Glows for Precious Metals Investors

In 2018, first quarter reports show there's been a dip in gold demand by 7%, however this may be a great investment opportunity for precious metals investors...
Diversifying Your Investment Portfolio? How to Invest Your Retirement Funds in Private Placements

Diversifying Your Investment Portfolio? How to Invest Your Retirement Funds in Private Placements

If you're looking to diversify your investment portfolio, private placements allow investors to invest in privately-held entities, such as companies or small businesses. You can...
Entrust Employee Profile: Kim

Entrust Employee Profile: Kim

Meet Kim, she's a Californian with a brown belt in Okinawan Shorin-Ryu Karate. She's been with The Entrust Group for 4 years and counting. Learn more about her...
New Study: Entrust Reveals 2018 Real Estate IRA Trends

New Study: Entrust Reveals 2018 Real Estate IRA Trends

Every year we release a Real Estate IRA trends and insights report, and this year, we've included more information than ever before. This report has exclusive...
3 Reasons Why Gold Doesn't Collapse Like the Stock Market

3 Reasons Why Gold Doesn't Collapse Like the Stock Market

Self-directed IRAs give you the opportunity to explore the potential of adding gold to your retirement savings investment strategy. Here are 3 reasons why gold will survive the next market crash...
You Asked, We Answered: Yield Alternatives for IRA Investors - Real Estate Investment Trusts (REITs)

You Asked, We Answered: Yield Alternatives for IRA Investors - Real Estate Investment Trusts (REITs)

Real Estate is a popular investment strategy within self-directed IRAs. Some investors love the tangible nature of land and property, and the potential for capital appreciation. Others prefer owning shares in a Real Estate Investment Trust (REIT) to avoid the hassle of being a landlord. Here's what...
You Asked, We Answered: 3 Real Estate Investment Strategies Self-Directed IRA Investors Could Benefit From

You Asked, We Answered: 3 Real Estate Investment Strategies Self-Directed IRA Investors Could Benefit From

In last month's You Asked, We Answered, we discusses 3 real estate investment strategies for self-directed IRA investors. These 3 strategies can lead to...
Beginning to End: Success Stories of 3 Real Estate IRA Investors

Beginning to End: Success Stories of 3 Real Estate IRA Investors

A "Real Estate IRA" is a self-directed individual retirement account that has a heavy focus on real estate investments. With a Self-Directed Real Estate IRA you can invest in all kinds of real estate and real estate-related assets with your retirement funds, we take a look at 3 success stories...
How to Leave a Legacy With Your Retirement Plan

How to Leave a Legacy With Your Retirement Plan

Understanding how beneficiaries work is essential in making sure the IRA holder understands how their assets will flow through to their beneficiary(ies) upon death. Here's how to...
3 Qualified Transactions Every Self-Directed IRA Investor Can Use

3 Qualified Transactions Every Self-Directed IRA Investor Can Use

There are plenty of prohibited transactions for self-directed IRA investors to be aware or, but what about qualified transactions? We explain 3 top...
Entrust Employee Profile: Emily

Entrust Employee Profile: Emily

Meet Emily, she's a California native who enjoys Olympic weightlifting and spending time with her dog Doris. Learn more about her...
4 Ways to Maximize Your Retirement Plan After Age 70

4 Ways to Maximize Your Retirement Plan After Age 70

In this article, we'll discuss four important aspects of retirement planning after 70 including required minimum distributions, social security, contributions and legacy planning. Learn more...
Why Capturing Direct Rollovers is Essential in Today's Retirement Market

Why Capturing Direct Rollovers is Essential in Today's Retirement Market

To capture a share of the rollover market, it's good for retirement professionals to know that the increases of assets in IRAs are fueled by direct rollovers from employer-sponsored plans...
There's More to the Roth IRA Than Meets the Eye

There's More to the Roth IRA Than Meets the Eye

A Roth IRA is a retirement account that is funded with post-tax dollars. While contributions are not tax-deductible, the tax benefit of a Roth IRA is that all earnings, including interest, capital gains, and dividend income, grow tax-free. But there's a lot more to know about the Roth IRA...
6 Last-Minute Moves to Help you Save Before Tax Day

6 Last-Minute Moves to Help you Save Before Tax Day

This year, the tax deadline date is April 17th, 2018. If you've filed your taxes already, you may be in the clear. However, to those who have not filed, here are 6 last-minute moves to help you save this year...
You Asked, We Answered: Transfers vs. Rollovers - Which One is Right for You?

You Asked, We Answered: Transfers vs. Rollovers - Which One is Right for You?

Understanding the differences between a transfer and a rollover is important when moving your funds from a 401(k) to a self-directed IRA at Entrust. Here's what our webinar viewers asked during our Q&A session...
Entrust Employee Spotlight: Mindy

Entrust Employee Spotlight: Mindy

Meet Mindy, she's an Business Development Manager at The Entrust Group who loves a good adrenaline rush! Continue reading to learn more about her...
The 4 Stages of Saving for Retirement and How to Prepare for Them 

The 4 Stages of Saving for Retirement and How to Prepare for Them 

Understanding the issues in each phase can help with creating answers while helping transition to the next phase. Here are the four life stages when considering a strategy for saving for retirement:
Funding Your IRA With a Transfer - Here's How It's Done

Funding Your IRA With a Transfer - Here's How It's Done

Funding your self-directed IRA is not a difficult process, but it helps to know which steps to take to make your transfer or rollover go smoothly. Here's how to transfer your IRA in 3 easy steps:
What Does it Mean to Invest in Mortgage Notes?

What Does it Mean to Invest in Mortgage Notes?

Are you an investor who has heard about investing in mortage notes, but are not sure about what it really means? This article discusses the basics of mortgage notes and what they really mean...
You Asked, We Answered: Taxes on Your Retirement Plans with Expert John Paul Ruiz

You Asked, We Answered: Taxes on Your Retirement Plans with Expert John Paul Ruiz

This tax season our webinar attendees had some questions regarding the different types of individual retirement accounts as well as employer-sponsored plans and their tax benefits. Here are the types of questions they asked...
Entrust Employee Spotlight: Esme

Entrust Employee Spotlight: Esme

Meet Esme, she's an Executive Administrative Assistant who is originally from San Deigo! Learn more about her...
New Study: Year After Year Gold Stays Strong for Investors

New Study: Year After Year Gold Stays Strong for Investors

According to the World Gold Council, Gold had a good year in 2017 and 2018 is probably nothing short of that. Read more to see why gold is working for investors...
Why IRA Academy is Important for Financial & Retirement Professionals

Why IRA Academy is Important for Financial & Retirement Professionals

IRA Academy is in its third year of educating financial and retirement professionals about tax-advantaged plans. IRA Academy is important because...
Funding Your IRA with a Contribution - Here's How It's Done

Funding Your IRA with a Contribution - Here's How It's Done

There are 3 ways to fund your self-directed IRA at Entrust. In this article, we discuss step-by-step process of funding your IRA with a contrbution. Here's how...
Investing 101: Building Your Precious Metals Portfolio

Investing 101: Building Your Precious Metals Portfolio

Looking to invest in precious metals, but don't know where to start? This article will discuss how to determine which precious metals to own and guidence for which bullion meets your objectives.
Recent Stock Market Events Highlight The Importance of  Diversification 

Recent Stock Market Events Highlight The Importance of  Diversification 

On Feb. 5th, 2018 the stock market plunged to an all-time low. Many investors are worried about their stocks and bonds. This one move will alleviate that worry...
5 Tips to Help You Save for Retirement

5 Tips to Help You Save for Retirement

Are you trying to save for retirement in 2018? We understand the beginning of the year is usually a time to plan how you want to save, here are some tips...
Timely Tips: Contribution Deadlines for Small Business Owners [March & April]

Timely Tips: Contribution Deadlines for Small Business Owners [March & April]

Deadline dates for small business owners who hold IRA accounts, for the months of March and April 2018.
Entrust Employee Spotlight: Vanessa C.

Entrust Employee Spotlight: Vanessa C.

Meet Vanessa, she's an Alternative Assets Associate for Entrust who has 13 tattoos! Learn more about her...
You Asked, We Answered: Tax Cuts and Jobs Act of 2017 and its Effect on Retirement Plans

You Asked, We Answered: Tax Cuts and Jobs Act of 2017 and its Effect on Retirement Plans

Here are the frequently asked questions from our webinar about the Tax Bill and Jobs Act of 2017 and its effects on retirement plans and other tax-advantaged plans.
Funding Your IRA with a Rollover - Here's How It's Done

Funding Your IRA with a Rollover - Here's How It's Done

Are you ready to roll over your 401k funds to a self-directed IRA? We've made the process easier for everyone! Here's how it's done...
A Taxing Time of Year: 7 Tips to Help You Prepare

A Taxing Time of Year: 7 Tips to Help You Prepare

It's the beginning of the year, and that means tax season has already started. This year the tax deadline is fast approaching on April 17th. Are you prepared?
New Year, New Site: Find Out What's Changing at Entrust

New Year, New Site: Find Out What's Changing at Entrust

The beginning of the year has always been the best time to make changes, so we sprung into action and did just that! Read to learn how we've changed...
How Investors Take Advantage of Self-Direction With Entrust

How Investors Take Advantage of Self-Direction With Entrust

8 out of 10 Entrust clients are satisfied with the move they made to Entrust. Why? They want more investment options and control over their retirement savings and investments. One of the first advantages are...
Why Do People Switch from a 401(k) to a Self-Directed IRA?

Why Do People Switch from a 401(k) to a Self-Directed IRA?

Many people with 401(k) accounts from previous employers are moving their funds to self-directed IRAs for more investment freedom and control. Here's why...
Entrust Employee Spotlight: Bill Neville

Entrust Employee Spotlight: Bill Neville

Meet Bill, he's a Business Development Manager for Entrust who is the youngest of 11 kids! Let's learn more about him:
Achieving High Stable Returns by Investing in Real Estate Notes

Achieving High Stable Returns by Investing in Real Estate Notes

Investing in mortgage notes in comparison to purchasing an investment property may have its benefits, Richard Thornton from American Note Capitol explains how..
3 Tax Advantages of Self-Directed IRAs

3 Tax Advantages of Self-Directed IRAs

Retirement accounts have a number of tax advantages for savvy savers. With a self-directed IRA, you can put these advantages to use toward alternative investments.
Small Business IRA Contributions - FAQs for 2018

Small Business IRA Contributions - FAQs for 2018

It's contribution season! In this article, we have collected the most frequently asked questions about small business IRAs including SEP, SIMPLE and Individual 401(k).
Are You Certain You Want to Convert to a Roth IRA in 2018?

Are You Certain You Want to Convert to a Roth IRA in 2018?

If you're looking to convert your IRA to a Roth IRA in 2018, it's important to know how the new 2018 tax bill will affect individual retirement accounts (IRAs) ...
Traditional & Roth IRA Contributions - FAQs for 2018

Traditional & Roth IRA Contributions - FAQs for 2018

It's contribution season! In this article, we have collected the most frequently asked questions about Traditional and Roth IRA contributions.
Physical Bullion vs. Exchange-Traded Funds, What Investors Need to Know

Physical Bullion vs. Exchange-Traded Funds, What Investors Need to Know

Diversifying a retirement portfolio with Precious Metals is a move investor's like to make, here's the difference between owning physical bullion versus exchange-traded funds.
Entrust Employee Spotlight: Ellen

Entrust Employee Spotlight: Ellen

Meet Ellen, she's an Alternative Assets Associate who loves to travel, and swam with sharks twice! Learn more about her...
Timely Tips: Retirement Deadline Dates for December

Timely Tips: Retirement Deadline Dates for December

These retirement deadline dates are important for all self-directed IRA holders, here's what you need to know...
The Historic Value Behind Silver, Gold and Other Precious Metals

The Historic Value Behind Silver, Gold and Other Precious Metals

Precious metals play a practical role in the global economy as a form of currency, and even for manufacturing. This article explores how metals came to be...
You Asked, We Answered: 7 Mistakes Real Estate IRA Investors Make

You Asked, We Answered: 7 Mistakes Real Estate IRA Investors Make

For this month's You Asked, We Answered, we discuss 7 mistakes real estate IRA investors make when investing in a self-directed IRA for their real estate.
How to Make Charitable Donations That Benefit the Community and Your Taxes

How to Make Charitable Donations That Benefit the Community and Your Taxes

'Tis the season for giving back, and charitable contributions is one way to make a difference in your community while benefiting your taxes. Here's how...
A Look at the Senate's Tax Reform Proposal

A Look at the Senate's Tax Reform Proposal

Here’s a look at the Senate Republicans’ proposal, focusing on how it differs from the House version. We have summarized what it means for retirement savings.
Here's What the House Tax Bill Proposal Could Mean for You and Saving for Retirement

Here's What the House Tax Bill Proposal Could Mean for You and Saving for Retirement

Here's how the tax bill could change how you save for retirement. Based off of tax brackets which include mplications for low, middle, and high earners.
Entrust Employee Spotlight: Mecala

Entrust Employee Spotlight: Mecala

Meet Mecala, she's an Email Marketing Specialist who has been playing the guitar since she was nine years old! Read to learn more about her...
6 Types of Investors - Which One Are You? 

6 Types of Investors - Which One Are You? 

In the world of investing, there are many investor types including the safe investor or the busy investor. Here's where you can find out which one you are...
Self-Directed IRA Terms Every Investor Needs to Know

Self-Directed IRA Terms Every Investor Needs to Know

Self-directed IRAs rules and terms can be intimidating. That's why we at Entrust like to educate potential investors and clients. Read the most common terms...
3 Ways to Have a Satisfying Retirement (And The One Way to Get You There!)

3 Ways to Have a Satisfying Retirement (And The One Way to Get You There!)

Long-term care, staying active, staying on top of expenses, and saving early are all contributing factors to a satisfying retirement. Read more here...
How to Help Pay Educational Expenses and Watch Your Account Grow Tax Free

How to Help Pay Educational Expenses and Watch Your Account Grow Tax Free

Education Savings Account can help students pay for college and other continuing education. Learn more about ESAs here...
Entrust Employee Spotlight: Janiel

Entrust Employee Spotlight: Janiel

Meet Janiel, she's an Administrative Assistant at Entrust who grew up in Oakland and loves to hit the dance floor on the weekends!
How Self-Directed IRA Conversions and Recharacterizations Actually Work

How Self-Directed IRA Conversions and Recharacterizations Actually Work

Understanding conversions and recharacterizations for your self-directed IRA can be challenging if you don't know where to start. Here's what you need to know..
You Asked, We Answered: 3 Tax-Advantaged Plans For Small Business Owners

You Asked, We Answered: 3 Tax-Advantaged Plans For Small Business Owners

For this month's You Asked, We Answered, we discuss 3 tax-advantaged plans for small business owners and employers. Continue reading to learn more...
Don't Let Hidden Or High Fees Eat Into Your Retirement Savings

Don't Let Hidden Or High Fees Eat Into Your Retirement Savings

Working with a self-directed IRA custodian can be easy on your wallet if you know how to looking for the right things, like fees.
Mr. Smith’s American Gold Eagles: A Precious Metals IRA Success Story

Mr. Smith’s American Gold Eagles: A Precious Metals IRA Success Story

Mr. Smith invested in 100 American Gold Eagle coins for his precious metals ira investment. Read this story to follow his journey...
The Most Common Questions Asked About Precious Metals —Answered!

The Most Common Questions Asked About Precious Metals —Answered!

Precious Metals investing is a smart way to diversify your investment portfolio. Here are the most common questions asked about precious metals...
Open Letter to Grandparents: It's Never Too Late to Save for Retirement

Open Letter to Grandparents: It's Never Too Late to Save for Retirement

September 5th is National Grandparents Day! Our open letter to Grandparents discusses how it's not too late to save for retirement.
Timely Tips: Retirement Plan Deadlines for Small Business Owners

Timely Tips: Retirement Plan Deadlines for Small Business Owners

The deadline date for small business owners to contribute to their SEP, SIMPLE or Individual 401(k) accounts is in Septrmeber and Octoer.
Entrust Employee Profile: Reema

Entrust Employee Profile: Reema

Meet Reema, she's a the Transfers Manager here at Entrust. She loves traveling to India and trying different cuisines.
Don't Let Offshore Real Estate Investments Become a Recipe for Fraud

Don't Let Offshore Real Estate Investments Become a Recipe for Fraud

Holding real estate offshore can be a good investment move, but many investors are unaware that these investments can be a hot bed for scams. Read to learn more.
You Asked, We Answered: 6 Self-Directed IRA Rules Investors Need to Know

You Asked, We Answered: 6 Self-Directed IRA Rules Investors Need to Know

For this month's You Asked, We Answered, we discuss self-directed IRA questions and rules for investors.Continue reading to learn more about the basics.
Due Diligence Makes Precious Metals Investments Shine Brighter

Due Diligence Makes Precious Metals Investments Shine Brighter

In this article, we discuss the importance of due diligence for precious metals investments in a self-directed IRA.
Entrust Employee Spotlight: Traci

Entrust Employee Spotlight: Traci

Meet Traci, she's a Senior Client Services Representative who just got married this year to her best friend!
5 Smart Tips to Help Your Private Placement Investment

5 Smart Tips to Help Your Private Placement Investment

It is possible to invest in a start-up or small business with a self-directed IRA before it goes public.Here's how you can do that with a self-directed IRA.
How Retirement Accounts Are Impacted By Divorce

How Retirement Accounts Are Impacted By Divorce

Divorce can be devastating, and when you have the same funds, splitting assets can be complicated. Here's what you need to know.
IRA Academy: An Example of Our Dedication to Education

IRA Academy: An Example of Our Dedication to Education

The Entrust Group is hosting IRA Academy in Orlando, Florida for live self-directed IRA training for finance and retirement professionals. Learn more about IRAs
Alternative Investments: A New Approach to Retirement Saving

Alternative Investments: A New Approach to Retirement Saving

The definition of an alternative investment is deceptively simple: It is anything that is not a stock, bond, or cash. That means gold bullion to an apartment building and lots of things in between.
You Asked, We Answered: Real Estate IRA Investment Trends and Insights

You Asked, We Answered: Real Estate IRA Investment Trends and Insights

In this month's You Asked, We Answered we discuss Real Estate IRA investment trends and insights for our 2017 Real Estate Report.
New Study: Where Self-Directed Real Estate Investors Are Selling Property

New Study: Where Self-Directed Real Estate Investors Are Selling Property

This article details the purchases of the 2017 Real Estate Market Research Report. Exclusive data and insights about real estate IRAs.
New Study: Where Self-Directed Real Estate Investors Are Buying Property

New Study: Where Self-Directed Real Estate Investors Are Buying Property

This article details the purchases of the 2017 Real Estate Market Research Report. Exclusive data and insights about real estate IRAs.
Where Do You Fit? Retirement Savings Characteristics Through a Generational Lens

Where Do You Fit? Retirement Savings Characteristics Through a Generational Lens

This article discusses retirement savings characteristics through a generational lens, focusing on baby boomers, gen x and millennials.
Private Placements Investing with Self-Directed IRAs

Private Placements Investing with Self-Directed IRAs

Private placements refers to investing in privately held entities, such as companies, partnerships, or small businesses. Read to learn more.
You Asked, We Answered: Investing with Self-Directed IRAs

You Asked, We Answered: Investing with Self-Directed IRAs

For this month's You Asked, We Answered, we discuss the basics of self-directed IRAs and what it means to invest in alternative assets like real estate and precious metals.
4 Ways to Enjoy A Summer Vacation and Still Save for Retirement

4 Ways to Enjoy A Summer Vacation and Still Save for Retirement

This summer, it's time to take a family vacation or road trip, however, its doesn't have to take a toll on your wallet. Here are 4 ways to save up this summer.
Here's Why Our Entrust Client Portal Makes Online Investing Easy, Efficient & Secure

Here's Why Our Entrust Client Portal Makes Online Investing Easy, Efficient & Secure

Our Entrust Client Portal is a place where investors can manage, track and invest all in one place. Read to learn more about how investors are utilizing it.
[Free Report] The Power of Real Estate IRA Investments

[Free Report] The Power of Real Estate IRA Investments

This real estate report puts the opportunity of real estate IRAs and the growing interest in self-directed retirement into perspective.
How to Ensure Your IRA Savings Go Where You Want After Your Death

How to Ensure Your IRA Savings Go Where You Want After Your Death

Incorrectly filling out beneficiary forms can have disastrous consequences.
5 Facts That Dig Deeper Into IRAs and Retirement

5 Facts That Dig Deeper Into IRAs and Retirement

Now, more than ever, people are investing in real estate as a way to save for retirement. We collected data from the Investment Company Institute to bring you 5 facts that dig deeper into IRAs.
You Asked, We Answered: How a Real Estate IRA Helped an Investor Increase Returns

You Asked, We Answered: How a Real Estate IRA Helped an Investor Increase Returns

In this month's You Asked, We Answered, we are discussing a case study about an Entrust client who increased his investment returns with a real estate IRA.
Getting Smart: Retirement Savings Strategies For Mom

Getting Smart: Retirement Savings Strategies For Mom

With Mother's Day coming up this year, we thought it would be appropriate to discuss retirement savings strategies for mom! Continue to learn more.
4 Ways to Grow Your Nest Egg with a Rainbow of Assets

4 Ways to Grow Your Nest Egg with a Rainbow of Assets

When it comes to retirement savings, it's important to diversify. Here are 4 ways to grow your nest egg this Easter.
5 Ways to Go Green with a Self-Directed IRA This Earth Day

5 Ways to Go Green with a Self-Directed IRA This Earth Day

April 22 is Earth Day and we're discussing green energy investments. Read more to learn more about going green with a self-directed IRA.
5 Last-Minute Ways IRA Holders Can Reduce Taxes

5 Last-Minute Ways IRA Holders Can Reduce Taxes

We compiled a simple list of last-minute deductions that can help IRA holders save money on their taxes for the year.
You Asked, We Answered: 3 Reasons Why Investors Choose a Roth IRA to Invest in Real Estate

You Asked, We Answered: 3 Reasons Why Investors Choose a Roth IRA to Invest in Real Estate

During this month's You Asked, We Answered, we talk about why investors choose a Roth IRA to invest in real estate. Read to learn more about how this works.
Invest in Your Own Pot of Gold: Gold IRA Basics

Invest in Your Own Pot of Gold: Gold IRA Basics

It's St. Patrick's Day on March 17th and we're discussing ways to own your own pot of gold by investing in a self-directed Gold IRA.
What Financial Advisors Need to Know to Help Baby Boomers Prepare for Retirement

What Financial Advisors Need to Know to Help Baby Boomers Prepare for Retirement

The Entrust Group IRA Academy educates financial advisors and wealth managers with the knowledge of IRAs and IRA-based employer-sponsored retirement savings.
7 Things to Consider When You Want to Retire Abroad

7 Things to Consider When You Want to Retire Abroad

Are you planning for retirement and want to retire abroad? Here's a short checklist to organize your planning efforts.
5 Hard Truths About Women and Retirement Security

5 Hard Truths About Women and Retirement Security

It's International Women's Day on March 8th and we're celebrating by discussing some cold-hard truths about women and retirement trends.
Timely Tips: Retirement Deadlines for Small Business Owners

Timely Tips: Retirement Deadlines for Small Business Owners

March is an important month for small business holders who hold SIMPLE, SEP or Individual 401(k) plans. Read our timely tips to learn more about these deadlines
6 Financial Concepts Taught by American Presidents

6 Financial Concepts Taught by American Presidents

We want to celebrate our American presidents this year on President's Day, so we collected these quotes to inspire all investors to stay on top of finances.
You Asked, We Answered: Decrease Your Taxes in 2017

You Asked, We Answered: Decrease Your Taxes in 2017

In this month's You Asked, We Answered, we talk about investing in alternative assets with a self-directed IRA and its many tax benefits.
African-Americans Have Less Retirement Savings, Study Says

African-Americans Have Less Retirement Savings, Study Says

As we celebrate Black History Month, we couldn't help but discuss retirement trends in the African-American community. Continue reading to learn more.
IRA Holders: Don't Make These 3 Tax Time Mistakes

IRA Holders: Don't Make These 3 Tax Time Mistakes

With the tax season in full effect, we are discussing the top 3 mistakes made by IRA holders. These mistakes can lead to further repercussions. Read more.