<img src="//bat.bing.com/action/0?ti=5104607&amp;Ver=2" height="0" width="0" style="display:none; visibility: hidden;">

Self-Directed IRA Blog, Education, and News

Investor blog on self-directed IRAs, real estate IRAs, investment options, and retirement news from industry experts.

The Difference Between Transfers and Rollovers

The Difference Between Transfers and Rollovers

If you are one of the many individuals who want alternative investment choices for your retirement plans, assets like true
3 Tools To Help You Prepare For Your Dream Retirement

3 Tools To Help You Prepare For Your Dream Retirement

Estimated reading time: 5 minutes
Understanding IRA Tax Benefits

Understanding IRA Tax Benefits

Estimated reading time: 4 minutes Retirement income for an individual typically comes from several sources. These true
Have You Conducted Your Yearly Financial Checkup Yet? Here’s a Guide

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

Estimated reading time: 7 minutes The beginning of the year is often a perfect time to look at your finances. The fast true
The New Tax Law and How It'll Affect Taxpayers in 2019

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

Estimated reading time: 5 minutes The tax return due date of April 15th 2019 is around the corner and many are true
You Asked, We Answered: Top 10 Self-Directed IRA Questions from 2018

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

Estimated reading time: 4 minutes For the last webinar of 2018, we discussed the top 10 self-directed IRA questions true
Why Wait? Open a Self-Directed IRA Now to Build Your Tax-Advantaged Retirement Savings

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

Estimated reading time: 3 minutes We’ll never know who first said, “Never put off until tomorrow what you can do true
Looking Ahead to 2019: What It Means for Your Retirement

Looking Ahead to 2019: What It Means for Your Retirement

Estimated reading time: 4 minutes Every January brings a few changes to what retirement savers can expect in the New true
Why Smart Investors Use The Entrust Group For Their Alternative Investments

Why Smart Investors Use The Entrust Group For Their Alternative Investments

Estimated reading time: 2 minutes Everyone here at The Entrust Group plans to start 2019 with the same commitment to true
IRA Contribution Limits for 2019 [Chart]

IRA Contribution Limits for 2019 [Chart]

Estimated reading time: 3 minutes Each year, the IRS announces updated contribution limits and income thresholds for true
Top 4 Things Investors Do to Prepare for End-of-Year

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

Estimated reading time: 4 minutes The Thanksgiving leftovers have been eaten. The Hanukkah candles have been lit, and true
8 Popular Questions About Required Minimum Distributions

8 Popular Questions About Required Minimum Distributions

Estimated reading time: 4 minutes Most of us think about our birthdays just once a year, but if you have an IRA and are true
How to Give Back This Holiday Season with Qualified Charitable Distributions

How to Give Back This Holiday Season with Qualified Charitable Distributions

Estimated reading time: 4 minutes If you are at least 70 ½ years old, you can use your existing IRA distribution to true
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

Estimated reading time: 3 minutes For last month's national webinar, we discussed how self-directed IRA investors can true
Guide: Reporting Your Fair Market Valuation

Guide: Reporting Your Fair Market Valuation

Estimated reading time: 4 minutes Every year, the IRS requires a report of the value of your IRA assets with a Fair true
Top 3 Questions IRA Holders Have About Property Taxes

Top 3 Questions IRA Holders Have About Property Taxes

Estimated reading time: 2 minutes 50 seconds Every year, self-directed IRA holders who invest in assets like real true
7 Essential Tips for Taking Distributions From Your Self-Directed IRA

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

Estimated Reading Time: 4 minutes 20 seconds If you’re approaching the age of 59, you will soon be eligible to begin true
How Retirement Might Look Without a Savings Plan

How Retirement Might Look Without a Savings Plan

Estimated reading time: 3 minutes It's National Retirement Security Week 2018 and we're doing our part in raising true
Test Your Knowledge: A Pop Quiz for Self-Directed Investors

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

Estimated reading time: 4 minutes Here at The Entrust Group, we are proud of our commitment to investor education. And true
Where Are You On Your Journey to Retirement?

Where Are You On Your Journey to Retirement?

Estimated reading time: 4 minutes Retirement is more like a journey than a destination. That may sound like a slogan on true
3 Gold Alternatives and Why Investors are Taking Notice

3 Gold Alternatives and Why Investors are Taking Notice

Estimated reading time: 5 minutes William Shakespeare wasn’t giving investment advice in The Merchant of Venice, but true
4 Frequently Asked Questions about Self-Directed IRA Distributions

4 Frequently Asked Questions about Self-Directed IRA Distributions

Estimated reading time: 3 minutes 30 seconds There are many self-directed IRA questions surrounding required minimum true
Choosing a Depository for Your Precious Metals Investment

Choosing a Depository for Your Precious Metals Investment

Estimated reading time: 3 minutes The IRS requires all physical metals invested with a Precious Metals IRA to be true
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

Estimated reading time: 3 minutes For last month's national webinar we discussed how to use retirement funds to invest true
Selecting the IRA Plan That Works Best For You

Selecting the IRA Plan That Works Best For You

Estimated reading time: 3 minutes “Which IRA is best for me?” is a common question taxpayers ask when determining which true
Which International Central Banks Own the Most Gold and Why?

Which International Central Banks Own the Most Gold and Why?

Estimated reading time: 5 minutes It’s no surprise that central banks around the world hold the largest share of the true
What Investors Need to Know About Unrelated Business Income Tax (UBIT)

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

Estimated reading time: 2 minutes Unrelated Business Income Tax (UBIT) was created by the congress to level the playing true
Avoiding Offshore Investment Scams with Due Diligence

Avoiding Offshore Investment Scams with Due Diligence

Estimated reading time: 3 minutes A timeshare in Belize. A condo development in Bermuda. A tract of land on a hilltop true
A Day in the Life: Client Services at The Entrust Group

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

Estimated reading time: 2 minutes Our new blog series "A Day in the Life" takes a closer look at Entrust's company true
How to Use

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

Estimated reading time: 3 minutes We’ve all become so accustomed to using cards, phones, computers and even watches to true
Understanding Stocks as a Retirement Investment Vehicle

Understanding Stocks as a Retirement Investment Vehicle

Estimated reading time: 3 minutes Many investors choose to diversify their portfolio and invest in numerous types of true
You Asked, We Answered: Self-Directed IRA Live Q&A for Investors

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

Estimated reading time: 5 minutes For July's national webinar, we opened the lines for anyone looking to get educated true
Back-to-School: How an Education Savings Account Pays for Your Child's Education (Tax-Free)

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

Estimated reading time: 3 minutes For the month of August, parents and children are gearing up for one event in true
You Asked, We Answered: 2018 Real Estate IRA Investment Trends and Insights

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

Estimated reading time: 5 minutes For last month's national webinar we discussed our exclusive Real Estate true
Entrust Employee Profile: Joshua

Entrust Employee Profile: Joshua

Estimated reading time: 2 minutes Meet Joshua, he is a Client Services Associate at The Entrust Group who has been with true
Cryptocurrency vs. Precious Metals: Which One Wins?

Cryptocurrency vs. Precious Metals: Which One Wins?

Estimated reading time: 3 minutes Smartphones, fashion, technology, athletic shoes—the world seems to be obsessed with true
5 Professionals Who Can Grow Their Business with Self-Directed IRAs

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

Estimated reading time: 5 minutes Did you know you can grow your business by including the flexibility of self-directed true
Gold Demand Down, But It Still Glows for Precious Metals Investors

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

Estimated reading time: 2 minutes It is a truism that the price of gold and the stock market often work in opposition: true
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

Estimated reading time: 4 minutes Looking to diversify your retirement portfolio? "Private Placements" is a term that true
Entrust Employee Profile: Kim

Entrust Employee Profile: Kim

Estimated reading time: 2 minutes Meet Kim, she is a New Accounts Associate at The Entrust Group who has been with the true
New Study: Entrust Reveals 2018 Real Estate IRA Trends

New Study: Entrust Reveals 2018 Real Estate IRA Trends

Estimated reading time: 4 minutes From single-family houses to apartment buildings and commercial properties, Entrust true
3 Reasons Why Gold Doesn't Collapse Like the Stock Market

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

Estimated reading time: 2 minutes There are probably as many investment theories as there are investors. Apart from the true
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)

Estimated reading time: 3 minutes For May's national webinar we discussed Real Estate Investment Trusts true
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

Estimated reading time: 3 minutes For April's national webinar we discussed the 3 special real estate investment true
Beginning to End: Success Stories of 3 Real Estate IRA Investors

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

Estimated reading time: 4 minutes Typically, most IRA providers only allow you to invest in approved stocks, bonds, true
How to Leave a Legacy With Your Retirement Plan

How to Leave a Legacy With Your Retirement Plan

Estimated reading time: 4 minutes Many people wonder if they have enough in their retirement savings plans to sustain true
3 Qualified Transactions Every Self-Directed IRA Investor Can Utilize

3 Qualified Transactions Every Self-Directed IRA Investor Can Utilize

Estimated reading time: 3 minutes Many who are or are thinking about entering into the self-directed retirement plan true
Entrust Employee Profile: Emily

Entrust Employee Profile: Emily

Estimated reading time: 3 minutes Meet Emily, she's a Senior Administrative Accountant at Entrust and she's been with true
4 Ways to Maximize Your Retirement Plan After Age 70

4 Ways to Maximize Your Retirement Plan After Age 70

Estimated reading time: 4 minutes Turning age 70 ½ is a significant age when it comes to having a retirement plan. Many true
Why Capturing Direct Rollovers is Essential in Today's Retirement Market

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

Estimated reading time: 3 minutes With 6 million Americans still unemployed and over 78 million approaching retirement true
There's More to the Roth IRA Than Meets the Eye

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

Estimated reading time: 4 minutes Before making an IRA contribution the major question many individuals have during tax true
6 Last-Minute Moves to Help you Save Before Tax Day

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

Estimated reading time: 2 minutes Self-directed IRAs can provide you with significant tax advantages as well as allow true
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?

Estimated reading time: 3 minutes For March's national webinar we discussed the differences between transfers and true
Entrust Employee Spotlight: Mindy

Entrust Employee Spotlight: Mindy

Estimated reading time: 4 minutes Meet Mindy, she is a Business Development Manager at The Entrust Group who has been true
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 

Estimated reading time: 5 minutes Many people don’t think about saving for retirement until the day they realize it is true
Funding Your IRA With a Transfer - Here's How It's Done

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

Estimated reading time: 3 minutes Transferring an IRA from another provider is tax-free and easy. We are here to help true
What Does it Mean to Invest in Mortgage Notes?

What Does it Mean to Invest in Mortgage Notes?

Estimated reading time: 5 minutes Most people think of a mortgage as a vehicle for buying a home, not an investment. true
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

Estimated reading time: 7 minutes For February's national webinar we presented information about taxes on your true
Entrust Employee Spotlight: Esme

Entrust Employee Spotlight: Esme

Estimated reading time: 4 minutes Meet Esme, she is the Executive Administrative Assistant at The Entrust Group who has true
New Study: Gold Proves to Stay Strong Year After Year for Investors

New Study: Gold Proves to Stay Strong Year After Year for Investors

Estimated reading time: 3 minutes Even without the recent stock market convulsions, investors big and small are seeing true
Why IRA Academy 2018 is Important for Financial & Retirement Professionals to Stay Competitive 

Why IRA Academy 2018 is Important for Financial & Retirement Professionals to Stay Competitive 

Estimated reading time: 3 minutes This year, we have both a new tax year and a new tax law that could change many true
Funding Your IRA with a Contribution - Here's How It's Done

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

Estimated reading time: 2 minutes You have options when it comes to funding your Entrust self-directed IRA. Once you’ve true
Investing 101: Building Your Precious Metals Portfolio

Investing 101: Building Your Precious Metals Portfolio

Estimated reading time: 7 minutes One of the biggest questions for new buyers of precious metals is "What should I true
Recent Stock Market Events Highlight The Importance of  Diversification 

Recent Stock Market Events Highlight The Importance of  Diversification 

Estimated reading time: 3 minutes On February 5, 2018, the Dow Jones Industrial Average fell nearly 1,600 points, the true
5 Tips to Help You Save for Retirement in 2018

5 Tips to Help You Save for Retirement in 2018

Estimated reading time: 4 minutes "The future ain’t what it used to be." Yogi Berra, the famed Yankees catcher, wasn’t true
Timely Tips: Contribution Deadlines for Small Business Owners [March & April]

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

Estimated reading time: 4 minutes Are you a small business owner who holds a retirement savings plans for yourself or true
Entrust Employee Spotlight: Vanessa C.

Entrust Employee Spotlight: Vanessa C.

Estimated reading time: 3 minutes Meet Vanessa, she is an Alternative Assets Associate who has been working at Entrust true
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

Estimated reading time: 7 minutes For our first webinar of the year, we discussed The Tax Cuts and Jobs Act of 2017 and true
Funding Your IRA with a Rollover - Here's How It's Done

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

Estimated reading time: 5 minutes Like many Americans, you may have a 401(k) from previous jobs. When you left your old true
A Taxing Time of Year: 7 Tips to Help You Prepare

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

Estimated reading time: 4 minutes Tax day this year is April 17. That gives you two-and-a-half months to get yourself true
New Year, New Site: Find Out What's Changing at Entrust

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

Estimated reading time: 1 minute We've enhanced our website and we’ve kept you in mind the entire time! With our new true
How Investors Take Advantage of Self-Direction With Entrust

How Investors Take Advantage of Self-Direction With Entrust

Estimated reading time: 3 minutes Can you invest in the assets you want to invest in, or are your choices limited? How true
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?

Estimated reading time: 5 minutes Let's face it, you have one or more 401(k) funds laying around collecting dust from true
Entrust Employee Spotlight: Bill Neville

Entrust Employee Spotlight: Bill Neville

Estimated reading time: 3 minutes Meet Bill Neville, he is a Business Development Manager at The Entrust Group who true
Achieving High Stable Returns by Investing in Real Estate Notes

Achieving High Stable Returns by Investing in Real Estate Notes

Estimated reading time: 3 minutes Many of our clients want the benefits of investing in real estate but not the true
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 true
Small Business IRA Contributions - FAQs for 2018

Small Business IRA Contributions - FAQs for 2018

Estimated reading time: 3 minutes It's contribution season, which means, small businesses who hold IRAs have to true
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?

Estimated reading time: 2 minutes Starting tax year 2018, taxpayers must be very certain when they initiate converting true
Traditional & Roth IRA Contributions - FAQs for 2018

Traditional & Roth IRA Contributions - FAQs for 2018

Estimated reading time: 2 minutes It's contribution season, which means, IRA holders (and/or their employer in the case true
Physical Bullion vs. Exchange-Traded Funds, What Investors Need to Know

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

Estimated reading time: 6 minutes Investors have long utilized precious metals as a method of diversifying a retirement true
Entrust Employee Spotlight: Ellen

Entrust Employee Spotlight: Ellen

Estimated reading time: 3 minutes Meet Ellen, she is an Alternative Assets Associate and has been working at Entrust true
Timely Tips: Retirement Deadline Dates for December

Timely Tips: Retirement Deadline Dates for December

Estimated reading time: 1 minute The end of the calendar year is a busy time for retirement plan owners and these true
The Historic Value Behind Silver, Gold and Other Precious Metals

The Historic Value Behind Silver, Gold and Other Precious Metals

Estimated reading time: 5 minutes The golden glow of candles. The “Silver Bells” of song. The gelt given at Hanukkah. true
You Asked, We Answered: 7 Mistakes Real Estate IRA Investors Make

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

Estimated reading time: 3 minutes For November's webinar, we covered 7 mistakes Real Estate IRA investors make. true
How to Make Charitable Donations That Benefit the Community and Your Taxes

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

Estimated reading time: 5 minutes Trees decked with ornaments. Lighted menorahs. Egg-nog-flavored everything. The true
A Look at the Senate's Tax Reform Proposal

A Look at the Senate's Tax Reform Proposal

Estimated reading time: 3 minutes Following up on our recent article on the proposed House Tax Cuts and Jobs Act, true
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

Estimated reading time: 6 minutes It’s November, and once again votes are being counted. Only this time, it is the true
Entrust Employee Spotlight: Mecala

Entrust Employee Spotlight: Mecala

Estimated reading time: 2 minutes Meet Mecala, she's the Email Marketing Specialist at Entrust and has been working true
6 Types of Investors - Which One Are You? 

6 Types of Investors - Which One Are You? 

Estimated reading time: 5 minutes From Scrooge McDuck sitting atop his stacks of gold coins to Gordon Gekko yelling true
IRA Contribution Limits for 2018 [Chart]

IRA Contribution Limits for 2018 [Chart]

Estimated reading time: 3 minutes For the latest 2018 information click below: true
Self-Directed IRA Terms Every Investor Needs to Know

Self-Directed IRA Terms Every Investor Needs to Know

Estimated reading time: 4 minutes Medicine. Sports. Engineering. Academics, pretty much every industry has its own true
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!)

Estimated reading time: 4 minutes, 30 seconds “You know, when I retire, I’ll . . .” How would you fill in the rest of true
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

Estimated reading time: 3 minutes  Along with a diploma, the average 2016 college graduate has $37,712 in student loan true
Entrust Employee Spotlight: Janiel

Entrust Employee Spotlight: Janiel

Estimated reading time: 2 minutes Meet Janiel, she is an Administrative Assistant at The Entrust Group and has been true
How Self-Directed IRA Conversions and Recharacterizations Actually Work

How Self-Directed IRA Conversions and Recharacterizations Actually Work

Estimated reading time: 3 minutes With tax payers having a better understanding of the Roth IRA and its tax-free true
You Asked, We Answered: 3 Tax-Advantaged Plans For Small Business Owners

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

Estimated reading time: 3 minutes For September's webinar, we covered 3 tax-advantaged plans for small business owners. true
Don't Let Hidden Or High Fees Eat Into Your Retirement Savings

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

Estimated reading time: 3 minutes What do most advertisements for cars, computers, and brokerage accounts have in true
Mr. Smith’s American Gold Eagles: A Precious Metals IRA Success Story

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

Estimated reading time: 2 minutes Mr. Smith recently retired from a major airline where he was a pilot for 35 years. To true
The Most Common Questions Asked About Precious Metals —Answered!

The Most Common Questions Asked About Precious Metals —Answered!

Estimated reading time: 5 minutes 40 seconds Understanding how a Precious Metals IRA works doesn't always come true
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

Estimated reading time: 4 minutes Every day can be Grandparents Day, but the official commemorative day is the Sunday true
Timely Tips: Retirement Plan Deadlines for Small Business Owners

Timely Tips: Retirement Plan Deadlines for Small Business Owners

Estimated reading time: 3 minutes Just like with IRAs for individuals, there are various types of retirement plans true
Entrust Employee Profile: Reema

Entrust Employee Profile: Reema

Estimated reading time: 2 minutes Meet Reema, she works as a Transfer Manager in the Transfer department at The Entrust true
Don't Let Offshore Real Estate Investments Become a Recipe for Fraud

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

Estimated reading time: 3 minutes Mix together the growing preference for investing in real estate using self-directed true
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

Estimated reading time: 3 minutes For this month's webinar, we discussed 6 self-directed IRA rules investors need to true
Due Diligence Makes Precious Metals Investments Shine Brighter

Due Diligence Makes Precious Metals Investments Shine Brighter

Estimated reading time: 2 minutes 40 seconds Like any investment, precious metals are subject to the laws of supply and true
Entrust Employee Spotlight: Traci

Entrust Employee Spotlight: Traci

Estimated reading time: 2 minutes Meet Traci, she's a Senior Client Representative at The Entrust Group in our Client true
5 Smart Tips to Help Your Private Placement Investment

5 Smart Tips to Help Your Private Placement Investment

Estimated reading time: 2 minutes Have you ever wanted to invest in the future of a company? You may already own stock true
How Retirement Accounts Are Impacted By Divorce

How Retirement Accounts Are Impacted By Divorce

Estimated reading time: 5 minutes Divorce is a topic not often discussed by retirement account administrators or true
IRA Academy: An Example of Our Dedication to Education

IRA Academy: An Example of Our Dedication to Education

Estimated reading time: 1 minute  No other self-directed IRA administrator has the same long-term dedication to true
Alternative Investments: A New Approach to Retirement Saving

Alternative Investments: A New Approach to Retirement Saving

Estimated reading time: 1 minute Alternative energy. Alternative universe. Why not alternative investments? The true
You Asked, We Answered: Real Estate IRA Investment Trends and Insights

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

Estimated reading time: 4 minutes For this month's webinar, we discussed 2017 Real Estate IRA investment trends and true
Entrust Employee Spotlight: David

Entrust Employee Spotlight: David

Estimated reading time: 2 minutes Meet David, he has been with The Entrust Group for 3 years as a Cash Management true
New Study: Where Self-Directed Real Estate Investors Are Selling Property

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

Estimated reading time: 2 minutes Last time, we showed you where Entrust clients invested their self-directed IRAs in true
New Study: Where Self-Directed Real Estate Investors Are Buying Property

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

Estimated reading time: 3 minutes Perhaps the biggest advantage self-directed IRAs offer is the ability to invest in true
Where Do You Fit? Retirement Savings Characteristics Through a Generational Lens

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

Estimated reading time: 4 minutes Three generations of Americans are now in the workforce, and should be saving for true
Private Placements Investing with Self-Directed IRAs

Private Placements Investing with Self-Directed IRAs

Estimated reading time: 1 minute, 30 seconds Looking to diversify your retirement portfolio? "Private Placements" is a true
Entrust Employee Spotlight: Nerissa

Entrust Employee Spotlight: Nerissa

Estimated reading time: 1 minute Meet Nerissa, she's a Cash Management Associate in the Cash Management department at true
You Asked, We Answered: Investing with Self-Directed IRAs

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

Estimated reading time: 4 minutes For this month's webinar, we held a unique self-directed IRA Q&A for current and true
4 Ways to Enjoy A Summer Vacation and Still Save for Retirement

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

Estimated reading time: 2 minutes, 44 seconds Memorial Day means the end of school and the start of summer vacation true
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

Estimated reading time: 1 minute Scroll. Tap. Click. For millions of Americans, those actions have replaced going to true
[Free Report] The Power of Real Estate IRA Investments

[Free Report] The Power of Real Estate IRA Investments

Estimated reading time: 1 minute Entrust clients have a long track record—35 years—of investing in real estate using true
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

Estimated reading time: 4 minutes It was a horror story—a man planning for the future of his grown children before true
5 Facts That Dig Deeper Into IRAs and Retirement

5 Facts That Dig Deeper Into IRAs and Retirement

Estimated reading time: 3 minutes When it comes to Americans’ retirement savings habits, the glass is more than half true
Entrust Employee Spotlight: Mandee

Entrust Employee Spotlight: Mandee

Estimated reading time: 2 minutes Meet Mandee, she's the Content Editor and Social Media Specialist at The Entrust true
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

Estimated reading time: 4 minutes, 25 seconds For this month's webinar, we explained how a Real Estate IRA helped an true
Getting Smart: Retirement Savings Strategies For Mom

Getting Smart: Retirement Savings Strategies For Mom

Estimated reading time: 3 minutes Mothers save a lot of things: The card that spells out “LOVE” in macaroni. An true
4 Ways to Grow Your Nest Egg with a Rainbow of Assets

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

Estimated reading time: 2 minutes You wouldn’t want an Easter basket filled with only blue eggs or just licorice jelly true
3 Ways to Supercharge Your Small Business Retirement Plan

3 Ways to Supercharge Your Small Business Retirement Plan

Estimated reading time: 2 minutes Do you know which self-directed retirement plan could be right for your business and true
Entrust Employee Spotlight: Kelsey

Entrust Employee Spotlight: Kelsey

Meet Kelsey, she is an Account Coordinator at The Entrust Group and has been with the company for 8 months. She true
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

Estimated reading time: 2 minutes Earth Day isn’t a one-day and done affair. Saving for retirement isn’t something you true
Timely Tips: Tax-Time Deadline Dates for IRA Holders

Timely Tips: Tax-Time Deadline Dates for IRA Holders

Estimated reading time: 2 minutes This year's tax deadline date is near (April 18th, 2017). If you're a self-directed true
5 Last-Minute Ways IRA Holders Can Reduce Taxes

5 Last-Minute Ways IRA Holders Can Reduce Taxes

Estimated reading time: 3 minutes Don’t stress over taxes. Even though the tax deadline is getting closer, there are true
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

Estimated reading time: 2 minutes, 45 seconds For this month's webinar, we discussed reasons why investors choose a true
Invest in Your Own Pot of Gold: Gold IRA Basics

Invest in Your Own Pot of Gold: Gold IRA Basics

Estimated reading time: 3 minutes If you’re lucky enough to catch a leprechaun on St. Patrick’s Day and ask him where true
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

Estimated reading time: 4 minutes Baby Boomers coined the phrase “don't trust anyone over 30.” Today, they are anywhere true
7 Things to Consider When You Want to Retire Abroad

7 Things to Consider When You Want to Retire Abroad

 Estimated reading time: 3 minutes 40 seconds Think of all the things you need to do when you move from one place to true
Entrust Employee Spotlight: Roderic

Entrust Employee Spotlight: Roderic

Estimated reading time: 2 minutes 15 seconds Meet Roderic, he is a Client Services Representative and on March 1st, true
5 Hard Truths About Women and Retirement Security

5 Hard Truths About Women and Retirement Security

Estimated reading time: 3 minutes International Women's Day, originally called International Working Women's Day, is true
Timely Tips: Retirement Deadlines for Small Business Owners

Timely Tips: Retirement Deadlines for Small Business Owners

Estimated reading time: 2 minutes, 30 seconds Our timely tips are a great way to keep up-do-date with retirement true
6 Financial Concepts Taught by American Presidents

6 Financial Concepts Taught by American Presidents

Estimated reading time: 2 minutes 10 seconds You don’t have to read far into The Art of the Deal to learn what drives true
You Asked, We Answered: Decrease Your Taxes in 2017

You Asked, We Answered: Decrease Your Taxes in 2017

Estimated reading time: 3 minutes, 30 seconds For this month's webinar, we discussed ways to decrease your taxes in true
African-Americans Have Less Retirement Savings, Study Says

African-Americans Have Less Retirement Savings, Study Says

Estimated reading time: 2 minutes, 30 seconds The contributions African-Americans have made to US history deserve to be true
IRA Holders: Don't Make These 3 Tax Time Mistakes

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

Estimated reading time: 3 minutes It’s tax time and with that comes decisions on making contributions to Individual true
Entrust Employee Spotlight: Gary

Entrust Employee Spotlight: Gary

Estimated reading time: 2 minutes Meet Gary, he is the Chief Financial Officer at The Entrust Group and has been with true
Here's What Couples Need to Know About Spousal IRAs

Here's What Couples Need to Know About Spousal IRAs

Estimated reading time: 3 minutes 30 seconds With Valentine's Day around the corner, couples everywhere are gearing up true
How Trump's Presidency May Impact Your Retirement Savings in 2017 and Beyond

How Trump's Presidency May Impact Your Retirement Savings in 2017 and Beyond

Estimated reading time: 4 minutes A changing of the guard in the White House means changes for the American people. true
You Asked, We Answered: Get Your Old 401(k) in Shape

You Asked, We Answered: Get Your Old 401(k) in Shape

Estimated reading time: 2 minutes 40 seconds For our first national webinar of the year, we discussed ways to get your true
IRA Contribution Limits for 2017 [Chart]

IRA Contribution Limits for 2017 [Chart]

Estimated reading time: 3 minutes If you still need to contribute to your self-directed IRA, consider doing so before true
3 Financial Lessons From Dr. Martin Luther King Jr.

3 Financial Lessons From Dr. Martin Luther King Jr.

Estimated reading time: 2 minutes Every January we honor one of America's greatest heroes, Dr. Martin Luther King Jr. true
You Asked, We Answered: Private Placements in Your IRA

You Asked, We Answered: Private Placements in Your IRA

Estimated reading time: 2 minutes For our last webinar of 2016, we hosted a presentation about investing in private true
5 Reasons to Get

5 Reasons to Get "AgentIRA" Ready for 2017

Estimated reading time: 1 minute 50 seconds AgentIRA is Entrust’s newest program designed specifically for real estate true
Get Your Retirement Savings in Shape in 2017

Get Your Retirement Savings in Shape in 2017

Estimated reading time: 2 minutes Lose weight. Get organized. Spend less, save more. Enjoy life. Stay fit and healthy. true
6 Tips for a Financially Secure Retirement in 2017

6 Tips for a Financially Secure Retirement in 2017

Estimated reading time: 4 minutes While two-thirds of Americans surveyed by the Employee Benefits Research Institute true
Entrust Employee Spotlight: Patrick

Entrust Employee Spotlight: Patrick

Estimated reading time: 2 minutes Meet Patrick, he is a Regional Business Development Manager and has a hybrid position true
Roth IRA vs. Traditional IRA: Which One Works for You?

Roth IRA vs. Traditional IRA: Which One Works for You?

Estimated reading time: 4 minutes  The most obvious difference between a Traditional IRA and a Roth IRA is how they are true
Transfers vs. Rollovers: We Explain the Difference

Transfers vs. Rollovers: We Explain the Difference

Estimated reading time: 3 minutes Anyone who has ever filed a tax return knows that the devil is in the details when it true
Have an Old 401(k)? Put it to Work for Your Retirement

Have an Old 401(k)? Put it to Work for Your Retirement

Estimated reading time: 2 minutes 50 seconds On average, Americans change their jobs 12 times over the course of their true
Using Your Self-Directed IRA to Buy Discounted Notes

Using Your Self-Directed IRA to Buy Discounted Notes

Estimated reading time: 2 minutes Discounted notes can be a great source of income inside a self-directed IRA. true
Why You Shouldn't Overlook Your Beneficiary Designation

Why You Shouldn't Overlook Your Beneficiary Designation

Estimated reading time: 2 minutes 20 seconds In my career as a retirement professional, I believe that the IRA true
You Asked, We Answered: Investing in Real Estate with IRA Funds

You Asked, We Answered: Investing in Real Estate with IRA Funds

Estimated reading time: 4 minutes For our November national webinar, we held an open Q&A about investing in real estate true
Entrust Employee Spotlight: Rachel

Entrust Employee Spotlight: Rachel

Estimated reading time: 1 minute Meet Rachel, she works as an Administrative Assistant at The Entrust Group and has true
FAQs: Reporting a Fair Market Valuation for Your IRA

FAQs: Reporting a Fair Market Valuation for Your IRA

Estimated reading time: 3 minutes 40 seconds Every year, the IRS requires a report of the value of your IRA true
How to Decrease your Taxes in 2017: Open an IRA

How to Decrease your Taxes in 2017: Open an IRA

Estimated reading time: 2 minutes 50 seconds Self-directed IRAs can provide you with significant tax advantages as well true
5 Things Retirement Savers Can Be Thankful For This Thanksgiving

5 Things Retirement Savers Can Be Thankful For This Thanksgiving

Estimated reading time: 2 minutes For all the traditions, Thanksgiving celebrations have plenty of subtle differences. true
3 Key Benefits of Asset Portfolio Diversification

3 Key Benefits of Asset Portfolio Diversification

Estimated reading time: 2 minutes 20 seconds I have often heard the phrase “don’t put your eggs in one basket”.  true
Veterans Day: Honoring Your Service, Preparing for Your Future

Veterans Day: Honoring Your Service, Preparing for Your Future

Estimated reading time: 2 minutes This November 11, we honor America’s 19 million living veterans. They served in World true
Relaxed Rules Make Investing In A Startup Easier Than Ever Before

Relaxed Rules Make Investing In A Startup Easier Than Ever Before

Estimated reading time: 3 minutes 15 seconds Investing in startups used to be limited to venture capitalists and Wall true
Tales From The Crypt: Self-Directed IRA Horror Stories

Tales From The Crypt: Self-Directed IRA Horror Stories

Estimated reading time: 3 minutes 15 seconds With Halloween 2016 around the corner, we want to take this opportunity to true
Timely Tips: Retirement Plan Owners Need to Know These December Deadlines

Timely Tips: Retirement Plan Owners Need to Know These December Deadlines

Estimated reading time: 1 minute The end of the calendar year is a busy time for retirement plan owners and these true
Entrust Employee Spotlight: Wendy

Entrust Employee Spotlight: Wendy

Estimated reading time: 1 minute 30 seconds Meet Wendy, she's the Marketing Administrative Assistant at The Entrust true
You Asked, We Answered: How to Use Your IRA to Buy Your Future Retirement Home

You Asked, We Answered: How to Use Your IRA to Buy Your Future Retirement Home

Estimated reading time: 3 minutes 50 seconds For our October national webinar, we discussed the how to use your IRA to true
Why Real Estate Agents Need The AgentIRA Program

Why Real Estate Agents Need The AgentIRA Program

Estimated reading time: 1 minute, 25 seconds As a real estate agent, you help families and individuals find their dream true
Surprising Facts You May Not Know About Retirement

Surprising Facts You May Not Know About Retirement

Estimated reading time: 2 minutes, 50 seconds National Retirement Security Week was from October 16 - 22, and no, that true
Employee Spotlight: Brittanie

Employee Spotlight: Brittanie

Estimated reading time: 1 minute Meet Brittanie, she's an Administrative Assistant at The Entrust Group and has been true
Timely Tips: Employers with SIMPLE IRA Plans Need to Know This November Deadline

Timely Tips: Employers with SIMPLE IRA Plans Need to Know This November Deadline

Estimated reading time: 1 minute Along with the benefits of making deductible contributions, employers who have true
5 Tips for Property Managers Working With Self-Directed IRAs

5 Tips for Property Managers Working With Self-Directed IRAs

Estimated reading time: 1 minute 50 seconds Having real estate in a self-directed IRA has many benefits, especially if true
You Asked, We Answered: Non-Recourse Loans and Your IRA

You Asked, We Answered: Non-Recourse Loans and Your IRA

Estimated reading time: 3 minutes 15 seconds For our September national webinar, we discussed the pros and cons of true
Disqualified Persons: What IRA Investors Need to Know

Disqualified Persons: What IRA Investors Need to Know

Estimated reading time: 2 minutes In today’s uncertain economy, savers are exploring other investment opportunities to true
How Brokers Can Retain and Attract More Talent

How Brokers Can Retain and Attract More Talent

Estimated reading time: 2 minutes Your ability to retain or attract talent gives you a competitive advantage. But how true
This Labor Day, We're Thinking About Retirement Security

This Labor Day, We're Thinking About Retirement Security

Estimated reading time: 2 minutes No matter what the calendar says, Labor Day is the unofficial end of summer here in true
What Does “Fiduciary

What Does “Fiduciary" Mean and Why Should Investors Care?

Estimated reading time: 1 minute 30 seconds When it comes to your financial life you deserve the best independent and true
Employee Spotlight: Cecilia

Employee Spotlight: Cecilia

Estimated reading time: 2 minutes   Meet Cecilia, she's an Alternative Assets Associate who has been at The Entrust true
Beginner's Guide: Purchasing a Rental Property with a Self-Directed IRA

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

Estimated reading time: 5 minutes 30 seconds First and foremost, what is a self-directed IRA? A self-directed IRA is an true
You Asked, We Answered: Top Real Estate IRA Investment Trends Revealed

You Asked, We Answered: Top Real Estate IRA Investment Trends Revealed

Estimated reading time: 3 minutes 10 minutes For our August national webinar, we discussed the top Real Estate IRA true
Small Businesses Have Until October 1 to Make SIMPLE and SEP IRA Contributions

Small Businesses Have Until October 1 to Make SIMPLE and SEP IRA Contributions

Estimated reading time: 2 minutes 30 seconds March 15 and April 15 aren’t the only important tax deadlines. For small true
Real Estate Financing Options: Non-Recourse Loans

Real Estate Financing Options: Non-Recourse Loans

Estimated reading time: 3 minutes It’s all well and good to talk about the possibilities of investing in real estate true
Timely Tips: The October Deadline Date All Taxpayers Need to Know

Timely Tips: The October Deadline Date All Taxpayers Need to Know

Estimated reading time: 1 minute Our timely tips are a great way to keep up-do-date with retirement deadlines that are true
3 Ways to Buy Real Estate with a Small IRA

3 Ways to Buy Real Estate with a Small IRA

Estimated reading time: 2 minutes With the popularity of Real Estate IRAs gaining ground, it’s important that you, as a true
Timely Tips: Upcoming Deadlines for Employer Contributions

Timely Tips: Upcoming Deadlines for Employer Contributions

Estimated reading time: 1 minute Our timely tips are a great way to keep up-do-date with retirement deadlines that are true
You Asked, We Answered: Real Estate IRAs III

You Asked, We Answered: Real Estate IRAs III

Estimated reading time: 5 minutes Our monthly webinars are chock-full of information about what IRA investors really true
5 Barriers Retirement Planning Professionals Need to Know

5 Barriers Retirement Planning Professionals Need to Know

Estimated reading time: 3 minutes It’s no big surprise that half of Americans say retirement planning is a top true
You Asked, We Answered: How to Save Money and Time on Your Entrust Account

You Asked, We Answered: How to Save Money and Time on Your Entrust Account

Estimated reading time: 3 minutes Entrust recently held an exclusive webinar for its clients in efforts to educate true
Employee Spotlight: Jacob

Employee Spotlight: Jacob

Estimated reading time: 2 minutes Our employee spotlight features Jacob for the month of July! Jacob, also known as true
Presidential Candidates Agree on Americans Not Saving Enough to Retire

Presidential Candidates Agree on Americans Not Saving Enough to Retire

Estimated reading time: 3 minutes Those of you who’ve hung in there with me through this six-part analysis of true
With This One Move, Individual Investors Can Stay Ahead

With This One Move, Individual Investors Can Stay Ahead

Estimated reading time: 2 minutes Online learning is all the rage. You can learn a new language, hone your knife true
Positions on Retirement Security: Democratic vs. Republican

Positions on Retirement Security: Democratic vs. Republican

Estimated reading time: 4 minutes  Ideally, the positions of the candidates on retirement policy should mirror the true
What 20 Years in the Retirement Industry Has Taught Me

What 20 Years in the Retirement Industry Has Taught Me

Estimated reading time: 2 minutes After being a retirement consultant in the financial services industry for over 20 true
You Asked, We Answered: 4 Common Mistakes to Avoid When Investing With an IRA LLC

You Asked, We Answered: 4 Common Mistakes to Avoid When Investing With an IRA LLC

Estimates reading time: 5 minutes 40 seconds Every month we like to collect questions asked by our webinar attendees to true
Election 2016: Funding and Eligibility for Social Security

Election 2016: Funding and Eligibility for Social Security

Estimated reading time: 5 minutes and 45 seconds Social Security is the primary safety net which contributes 41% of the true
Employee Spotlight: Jeremy

Employee Spotlight: Jeremy

Estimated reading time: 1 minute 30 seconds Meet Jeremy, he is currently a Business Development Manager at Entrust and true
Guide: Retirement Planning for Dad This Father’s Day

Guide: Retirement Planning for Dad This Father’s Day

Estimated reading time: 2 minutes 50 seconds You’re well past the age when an IOU for 50 hugs or a weekend of yard work true
Privatizing Social Security: A Rare Topic of Agreement Among the 2016 Presidential Candidates

Privatizing Social Security: A Rare Topic of Agreement Among the 2016 Presidential Candidates

Estimated reading time: 3 minutes So far, I’ve set the political and demographic context for a discussion of the true
The Role of Real Estate in Retirement Savings [Free Report]

The Role of Real Estate in Retirement Savings [Free Report]

Estimated reading time: 2 minutes 20 seconds Real estate is the number one investment of choice among the alternative true
7 Ways Retirement Demographics Have Changed in 80 Years

7 Ways Retirement Demographics Have Changed in 80 Years

Estimated reading time: 3 minutes 30 seconds Any discussion of the candidates’ positions on retirement must be prefaced true
What the 2016 Presidential Candidates Have to Say about Retirement

What the 2016 Presidential Candidates Have to Say about Retirement

Estimated reading time: 2 minutes This is the first article in a series of article blog posts on how the November 2016 true
You Asked, We Answered: Investing in Real Estate with an IRA LLC

You Asked, We Answered: Investing in Real Estate with an IRA LLC

Estimated reading time: 3 minutes During our monthly educational webinars we like to take the time to answer questions true
Entrust Employee Spotlight: Reza

Entrust Employee Spotlight: Reza

Estimated reading time: 1 minute 40 seconds Meet Reza, he is the Senior Operations Manager at The Entrust Group and has true
5 Reasons Why Real Estate Investing is Simpler with the myDirection Prepaid Visa® Card

5 Reasons Why Real Estate Investing is Simpler with the myDirection Prepaid Visa® Card

Estimated reading time: 1 minute Who needs another piece of plastic in their wallet? You do, if you own and manage real true
What Coins Can I Hold in My Self-Directed IRA?

What Coins Can I Hold in My Self-Directed IRA?

Estimated reading time: 2 minutes Self-directed IRAs can invest in alternative investments, such as gold and other true
Case Study: Transactions Simplified for Real Estate Investors

Case Study: Transactions Simplified for Real Estate Investors

Estimated reading time: 2 minutes 40 seconds After talking with her real estate agent, Bob Realtor, about the tax true
How to Manage Your Real Estate Investments Without The Hassle

How to Manage Your Real Estate Investments Without The Hassle

Estimated reading time: 2 minutes 15 seconds In many markets, real estate has bounced back from the dark days of the true
Entrust Employee Spotlight: Marisela

Entrust Employee Spotlight: Marisela

Estimated reading time: 1 minute 50 seconds Once a month we like to recognize an employee at Entrust for their hard true
Timely Tips: Upcoming Deadline Dates for May

Timely Tips: Upcoming Deadline Dates for May

Estimated reading time: 1 minute Our timely tips are a great way to keep up-do-date with retirement deadlines that are true
You Asked, We Answered: Partnering Your Real Estate IRA

You Asked, We Answered: Partnering Your Real Estate IRA

  Estimated reading time: 2 minutes, 50 seconds   During our educational webinars, we like to take the time to answer true
3 Precious Metals You Can Buy with your Self-Directed IRA

3 Precious Metals You Can Buy with your Self-Directed IRA

Estimated reading time: 2 minutes 20 seconds Self-directed IRAs allow investors to use alternative investments, such as true
7 Ways to Take Early IRA Withdrawals Without Penalty

7 Ways to Take Early IRA Withdrawals Without Penalty

Estimated reading time: 2 minutes Generally, if a self-directed IRA owner takes an early distribution from a retirement true
2 Ways to Invest in Promissory Notes with Your IRA

2 Ways to Invest in Promissory Notes with Your IRA

Estimated reading time: 2 minutes 10 seconds Promissory notes offer individuals with additional investing options, and true
11 Factors to Consider When Choosing Your IRA Company

11 Factors to Consider When Choosing Your IRA Company

Estimated reading time: 1 minute 30 seconds When choosing a self-directed IRA company to manage your retirement funds, true
You Asked, We Answered: Tax-Time and your Self-Directed IRA

You Asked, We Answered: Tax-Time and your Self-Directed IRA

Estimated reading time: 3 minutes 20 seconds During our national webinars, we like to take the time to answer questions true
Tax Return Day 2016: There’s Still Time to Count Up Your Deductions

Tax Return Day 2016: There’s Still Time to Count Up Your Deductions

Estimated reading time: 2 minute 30 seconds Don’t stress over taxes. Even though April 15 is getting closer, there are true
3 Benefical Tips About Investing in Hedge Funds With Your IRA

3 Benefical Tips About Investing in Hedge Funds With Your IRA

Estimated reading time: 2 minute 30 seconds One way that individuals can diversify their portfolios is to use true
5 Tax-Smart Things You Can Do Before April 18

5 Tax-Smart Things You Can Do Before April 18

Estimated reading time: 1 minute You still have time to make decisions that can improve your tax situation. This year's true
Entrust Employee Spotlight: Yassmin

Entrust Employee Spotlight: Yassmin

Estimated reading time: 2 minutes Meet Yassmin, she's a California native who is a Client Service Representative at true
How to Avoid Unintended IRA Distributions for Real Estate Investments

How to Avoid Unintended IRA Distributions for Real Estate Investments

Estimated reading time: 3 minutes 30 seconds IRA owners investing in real estate have quickly learned they can invest true
Best Place to Retire Abroad for Americans: Ireland

Best Place to Retire Abroad for Americans: Ireland

Estimated reading time: 3 minutes "Oh Danny Boy, the pipes, the pipes are calling. From glen to glen and down the true
4 Reasons You Might Postpone Collecting Social Security

4 Reasons You Might Postpone Collecting Social Security

Estimated reading time: 2 minutes 30 seconds If you plan on retiring in the near future, you can choose when you begin true
5 Surprising Facts About Women and Retirement Security

5 Surprising Facts About Women and Retirement Security

Estimated reading time: 1 minute 30 seconds Did you know women make up half the U.S. labor force and 51% of its true
New Opportunities in Real Estate Investments Via Crowdfunding and Self-Directed IRAs

New Opportunities in Real Estate Investments Via Crowdfunding and Self-Directed IRAs

Estimated reading time: 2 minutes 30 seconds At its core, crowdfunding is the collective effort of individuals to pool true
Timely Tips: Upcoming Deadline Dates for Tax Time

Timely Tips: Upcoming Deadline Dates for Tax Time

Estimated reading time: 2 minutes This year's tax deadline date is near (April 18th, 2016). If you're self-directed IRA true
Timely Tips: Deadline Dates for Small Business Owners

Timely Tips: Deadline Dates for Small Business Owners

Estimated reading time: 2 minutes Our new series of timely tips are a great way to keep up-do-date with retirement true
Entrust Employee Spotlight: Sean

Entrust Employee Spotlight: Sean

Estimated reading time: 1 minute 30 seconds Meet Sean, an Ireland native who recently fullfilled his dream of working true
4 Tips for Holding Real Estate Offshore With Your Self-Directed IRA

4 Tips for Holding Real Estate Offshore With Your Self-Directed IRA

Estimated reading time: 1 minute One of the most popular investments held by self-directed IRAs and other similar true
5 Common Mistakes to Avoid When You Retire

5 Common Mistakes to Avoid When You Retire

Estimated reading time: 2 minutes 50 seconds If you have accumulated the savings you need to retire and you are true
How to Pick a Precious Metals Dealer for Your IRA

How to Pick a Precious Metals Dealer for Your IRA

Estimated reading time: 2 minutes Gold IRAs, or self-directed IRAs that allow for investing in precious metals, may true
10 Presidents Day Quotes for the Savvy Investor

10 Presidents Day Quotes for the Savvy Investor

Estimated reading time: 1 minute 40 seconds Presidents Day is coming up on Feburary 17. Did you know this day true
3 Ways the Year of the Monkey Can Help Investors

3 Ways the Year of the Monkey Can Help Investors

Estimated reading time: 1 minute Welcome to the Year of the Monkey. More specifically, to the year of the fire monkey, true
How Super Bowl 50 Can Help You Save for Retirement

How Super Bowl 50 Can Help You Save for Retirement

Estimated reading time: 2 minutes We here at The Entrust Group are especially excited about Super Bowl 50 because it’s true
The Valentine’s Day Gift That Lasts a Lifetime: The Spousal IRA

The Valentine’s Day Gift That Lasts a Lifetime: The Spousal IRA

Estimated reading time: 2 minutes The future is getting more expensive, and advances in medicine and nutrition mean true
Put Your Investments Where Your Heart Is With Self-Directed IRAs

Put Your Investments Where Your Heart Is With Self-Directed IRAs

Estimated reading time: 2 minutes Imagine using investment funds from an IRA to invest in the kind of dream project true
Chart: IRA Contribution Limits for 2016

Chart: IRA Contribution Limits for 2016

In 2016, you get three extra days to file your federal tax return. Depending on your plan type, you can grow your true
5 Tough-to-Predict Retirement Expenses

5 Tough-to-Predict Retirement Expenses

Estimated reading time: 3 minutes Having a plan to save enough money to retire is always a good idea. Without proper true
10 Martin Luther King Jr. Quotes That Will Surely Inspire

10 Martin Luther King Jr. Quotes That Will Surely Inspire

Estimated reading time: 3 minutes Every mid January we comemorate a universal hero, Dr. Martin Luther King Jr. On this true
Retirement Checklist: 3 Ways to Plan and Save for Your Dream Retirement

Retirement Checklist: 3 Ways to Plan and Save for Your Dream Retirement

Estimated reading time: 3 minutes 10 seconds  Most New Year resolutions are short-term: get more exercise, eat a true
How to Transfer Your IRA to a Self-Directed IRA in 5 Simple Steps [Video]

How to Transfer Your IRA to a Self-Directed IRA in 5 Simple Steps [Video]

Funding a self-directed IRA with a transfer is the first step to investing with these tax-advantaged savings accounts, true
How to Rollover Your Old 401(k) in 4 Simple Steps [Video]

How to Rollover Your Old 401(k) in 4 Simple Steps [Video]

Funding a self-directed IRA is the first step to investing with tax-advantaged savings. It's a necessary part of true
First-Class Service and Results Satisfy an Entrust Account Holder

First-Class Service and Results Satisfy an Entrust Account Holder

Estimated reading time: 2 minutes 10 seconds Bruce Bishop of Secured Assets Funding, a real estate investment company, true
Here's A New Approach to Saving for your Retirement in 2016

Here's A New Approach to Saving for your Retirement in 2016

Estimated reading time: 1 minute 50 seconds When you’re writing your list of New Year resolutions, don’t forget “Open true
3 Things You Need to Know About Qualified Charitable Distributions

3 Things You Need to Know About Qualified Charitable Distributions

Estimated reading time: 2 minutes We have received many questions regarding whether distributions made during 2015 to a true
Chart: IRA Contribution Limits for 2015

Chart: IRA Contribution Limits for 2015

If you have yet to contribute to your self-directed IRA, consider doing so before the tax deadline in order to maximize true
4 Spending Lessons to Follow This Holiday Season

4 Spending Lessons to Follow This Holiday Season

Estimated reading time: 2 minutes 20 seconds Are you one of those parents  (or grandparents, aunts, uncles) who will true
Traditional IRA vs. Roth IRA: What's the Best for You?

Traditional IRA vs. Roth IRA: What's the Best for You?

Estimated reading time: 1 minutes 20 seconds Individuals planning for retirement can benefit from knowing about the tax true
4 Tips to Help You Sail Through Tax Season 2016

4 Tips to Help You Sail Through Tax Season 2016

Reading duration: 2 minutes 30 seconds It's almost tax time, and you need to figure out what to ask your financial true
Self-directed IRAs:  Don’t Fall in Love on the Rebound!

Self-directed IRAs: Don’t Fall in Love on the Rebound!

Estimated reading time: 2 minutes 50 seconds Like a spurned lover, investors are becoming disenchanted with the stock true
Small Business Owners: Deadline is Approaching for Individual 401(k) Establishment Plans

Small Business Owners: Deadline is Approaching for Individual 401(k) Establishment Plans

Estimated reading time: 1 minute An Individual 401(k), is a retirement account that gives you maximum flexibility and true
Reap the Benefits of Self-Directed Roth IRAs

Reap the Benefits of Self-Directed Roth IRAs

Estimated reading time: 2 minutes There are many benefits to establishing a self-directed Roth IRA in order to save true
How to Select a Tax Professional in 4 Easy Steps

How to Select a Tax Professional in 4 Easy Steps

Estimated reading time: 2 minutes 6 seconds Tax season is soon approaching once again, and if you are looking for a true
How to Report a Fair Market Valuation for Your Self-Directed IRA

How to Report a Fair Market Valuation for Your Self-Directed IRA

Estimated reading time: 3 minutes 40 seconds Every year, the IRS requires a report of the value of your IRA assets. true
5 Unique Real Estate IRA Investments

5 Unique Real Estate IRA Investments

Estimated reading time: 1 minute 50 seconds Self-directed IRAs offer the ability to use real estate investments to true
Getting Smart with Self-Directed IRA Distributions

Getting Smart with Self-Directed IRA Distributions

Estimated reading time: 2 minutes 40 seconds Participating in a traditional self-directed IRA can provide you with true
3 Things Keeping You from Saving for Retirement

3 Things Keeping You from Saving for Retirement

Estimated Reading Time: 1 minute 30 seconds Collectively, Americans have $7 trillion invested in their IRA accounts. true
Don't Miss These Retirement Plan Deadlines in December

Don't Miss These Retirement Plan Deadlines in December

Estimated reading time: 1 minute 40 seconds The end of the calendar year is an important date for retirement plans. true
Top 3 Reasons Why Americans Retire Abroad

Top 3 Reasons Why Americans Retire Abroad

Estimated Reading Time: 2 minutes Americans who plan to relocate after retirement are looking beyond Arizona and true
You Asked, We Answered: Real Estate IRAs - Part II

You Asked, We Answered: Real Estate IRAs - Part II

Estimated reading time: 2 minutes Due to the popularity of our last Real Estate IRA Q&A article, we’ve decided to true
6 Pre-Retirement Tips for Your 40s

6 Pre-Retirement Tips for Your 40s

Estimated reading time: 3 minutes 10 seconds As we approach the last day of Save for Retirement Week 2015 we're true
8 Pre-Retirement Tips for Your 30s

8 Pre-Retirement Tips for Your 30s

Estimated reading time: 3 minutes As we continue building awareness for Save For Retirement 2015, it's important that true
6 Pre-Retirement Tips for Your 20s

6 Pre-Retirement Tips for Your 20s

Estimated reading time: 3 minutes 20 seconds. It's Day 3 of Save for Retirement Week 2015! We want to encourage our true
Partners in a Real Estate IRA

Partners in a Real Estate IRA

Estimated reading time: 5 minutes 30 seconds.  Having made handsome profits over the years, Michelle and Charles's plan true
Q&A: Understanding Form 5498 and Your Self-Directed IRA

Q&A: Understanding Form 5498 and Your Self-Directed IRA

Estimated reading time: 2 minutes. A self-directed IRA offers many opportunities for portfolio diversification through true
Americans’ Lack of Retirement Planning Will Frighten You

Americans’ Lack of Retirement Planning Will Frighten You

Estimated reading time: 2 minutes.  Ghosts, ghouls, and goblins are nothing compared to the scary specter of not having true
3 Benefits of a Self-Directed IRA LLC

3 Benefits of a Self-Directed IRA LLC

Estimated reading time: 1 minute 30 seconds Setting up a self-directed IRA with checkbook control can offer many true
What is Checkbook Control? Self-Directed IRA LLCs Explained

What is Checkbook Control? Self-Directed IRA LLCs Explained

Many self-directed IRA investors have heard the term “checkbook control,” but they aren’t quite sure what it means or true
7 Types of Real Estate Allowed in a Self-Directed IRA

7 Types of Real Estate Allowed in a Self-Directed IRA

Estimated reading time: 2 minutes Self-directed IRAs are the only retirement accounts that allow investors to pursue true
4 Steps to Start Investing in Real Estate with Your Self-Directed IRA

4 Steps to Start Investing in Real Estate with Your Self-Directed IRA

Estimated reading time: 3 minutes Self-directed IRAs are the only retirement accounts that allow for true true
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

Estimated reading time: 2 minutes Self-directed IRAs are the only retirement arrangements that allow individual true
Top 3 Reasons to Perform Due Diligence on Self-Directed IRA Investments

Top 3 Reasons to Perform Due Diligence on Self-Directed IRA Investments

Estimated reading time: 1 minute 30 seconds Holding alternative investments, such as real estate, in a self-directed true
Tax Lien Investments in your Self-Directed IRA

Tax Lien Investments in your Self-Directed IRA

Estimated reading time: 2 minutes Investing in tax liens with a self-directed IRA can help diversify your portfolio. So true
4 Ways to Invest in Real Estate Online with a Self-Directed IRA

4 Ways to Invest in Real Estate Online with a Self-Directed IRA

Estimated reading time: 2 minutes Real estate is one of the most popular alternative assets among self-directed IRA true
Using Self-Directed IRAs to Invest in Apartment Buildings

Using Self-Directed IRAs to Invest in Apartment Buildings

Estimated reading time: 2 minutes Recent corporate data has pointed to a strong market for apartment buildings in the true
Offshore Real Estate Investments Scams

Offshore Real Estate Investments Scams

Estimated reading time: 4 minutes There’s an investment scam born every minute, and unfortunately, a fool to go with true
5 Steps to Take Before Retiring Overseas

5 Steps to Take Before Retiring Overseas

Estimated reading time: 3 minutes Retiring overseas may be a great idea, but there are various steps you should take true
Using a Self-Directed IRA to Invest in an LLC

Using a Self-Directed IRA to Invest in an LLC

Estimated reading time: 2 minutes One investing option that is available to people who own self-directed IRAs is the true
You Asked, We Answered: The Entrust Group myDirection Visa® Prepaid Card for Retirement Investment Management

You Asked, We Answered: The Entrust Group myDirection Visa® Prepaid Card for Retirement Investment Management

Estimated reading time: 3 minutes This month, in another addition of Q&A posed by real new and current investors, we’ve true
Self-Directed IRAs Allow Notes as Investment Options

Self-Directed IRAs Allow Notes as Investment Options

Estimated reading time: 2 minutes One of the investing options that is available to individuals with self-directed IRAs true
Purchasing Your Real Estate Investment With Cash

Purchasing Your Real Estate Investment With Cash

Estimated reading time: 3 minutes 30 seconds Joel wants to open a self-directed IRA with which he wants to invest in true
How to Find a Realtor Who Understands Self-Directed IRA Investors

How to Find a Realtor Who Understands Self-Directed IRA Investors

So, you’re thinking of purchasing an investment property with your self-directed IRA? Congrats! Before you start true
Top 3 Real Estate Mistakes IRA Investors Make

Top 3 Real Estate Mistakes IRA Investors Make

When IRA investors approach the purchase of a real estate investment, they are typically surrounded by many time true
Californians Set the Trend for Investing in Real Estate for Retirement

Californians Set the Trend for Investing in Real Estate for Retirement

Estimated reading time: 4 minutes For better or worse, Californians are trendsetters, from the first McDonald’s to true
7 Self-Directed IRA Real Estate Investment Rules

7 Self-Directed IRA Real Estate Investment Rules

Estimated reading time: 2 minutes Real estate is the most popular investment among self-directed IRA owners, who are true
Tips and Insights on Non-Recourse Loans

Tips and Insights on Non-Recourse Loans

Estimated reading time: 5 minutes Starting back in 2011, The Norris Group began offering our Southern California real true
Seeking a Non-Recourse Loan vs an Investment Partner for Your Real Estate Investment

Seeking a Non-Recourse Loan vs an Investment Partner for Your Real Estate Investment

Some of you may have considered a non-recourse loan for your real estate investment, either because you are short on true
Hiring a Property Manager for Your Self-Directed IRA Real Estate Investment

Hiring a Property Manager for Your Self-Directed IRA Real Estate Investment

As an experienced real estate agent, I’ve had the opportunity to see how important property management companies can be true
Are You Ready to Invest in Real Estate in Your IRA?

Are You Ready to Invest in Real Estate in Your IRA?

Every asset class has its heyday. Many believe that real estate is in the midst of one today. Inventories of new stock true
Tick-Tock the Boss is on the Clock - Devising an Exit Strategy for Small Business Owners

Tick-Tock the Boss is on the Clock - Devising an Exit Strategy for Small Business Owners

I am often asked by business owners about succession and exit planning. The harsh reality is that the landscape is true
Choosing a Precious Metal Depository for Your Self-Directed IRA Investment

Choosing a Precious Metal Depository for Your Self-Directed IRA Investment

The IRS requires all physical metals invested with a self-directed IRA be securely stored in an approved metals true
How to Directly Rollover a 401(k) to a Self-Directed IRA

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

Did you leave a 401(k) with an old employer? Do you have a non-performing 401(k) that is sitting around gathering dust? true
[Infographic] Understanding Gold Investments in a Self-Directed IRA

[Infographic] Understanding Gold Investments in a Self-Directed IRA

Gold, among a selection of other precious metals, is one of the alternative investments allowed in a self-directed IRA. true
[Infographic] Self-Directed IRA FAQ - Who is a Disqualified Person?

[Infographic] Self-Directed IRA FAQ - Who is a Disqualified Person?

Self-directed IRAs are governed by complex regulations allowing you to use alternative investments to save for true
[Infographic] Selling Your Real Estate IRA Property

[Infographic] Selling Your Real Estate IRA Property

As with any asset in a retirement plan, there are numerous reasons to sell or trade. What’s true with stocks and bonds true
[Infographic] The Real Estate IRA Transaction Process

[Infographic] The Real Estate IRA Transaction Process

Real estate is the most popular investment choice among self-directed IRA owners. While many people rely on retirement true
[Infographic] What You Need to Know about Real Estate Investing with a Self-Directed IRA

[Infographic] What You Need to Know about Real Estate Investing with a Self-Directed IRA

Real estate investing with a self-directed IRA can be the key to saving up for a comfortable retirement. If you are an true
As a Real Estate Agent, You Owe it to Your Clients to Learn About Real Estate IRAs

As a Real Estate Agent, You Owe it to Your Clients to Learn About Real Estate IRAs

The popularity of Real Estate IRAs is on the rise. We see hundreds of transactions processed monthly and this continues true
Establish and Contribute to SEP or SIMPLE IRAs in September

Establish and Contribute to SEP or SIMPLE IRAs in September

September and October are significant months for small business owners who make employer contributions to retirement true
How to Correct a 2014 Excess Contribution to a Self-Directed IRA

How to Correct a 2014 Excess Contribution to a Self-Directed IRA

What happens when you make a mistake and contribute more to your Traditional or Roth IRA than the rules allow? Don’t true
[Infographic] Crowdfunding with a Self-Directed IRA

[Infographic] Crowdfunding with a Self-Directed IRA

A self-directed IRA is the only retirement savings vehicle that allows you to have full control over your investments. true
5 Easy Ways to Learn to Invest with a Self-Directed IRA

5 Easy Ways to Learn to Invest with a Self-Directed IRA

The first step self-directed investors take when they consider investing for retirement is research. What assets can true
Attract and Retain Employees with a Small Business Retirement Plan

Attract and Retain Employees with a Small Business Retirement Plan

Hiring and wages are both picking up: 72 percent of businesses hired employees in 2014 and 74 percent of them raised true
Do the Right Thing – Follow the IRS Rules for SEP and SIMPLE IRAs

Do the Right Thing – Follow the IRS Rules for SEP and SIMPLE IRAs

Well done! When you set up your SEP or SIMPLE IRAs, you did the right thing to help your employees save for their true
3 Examples of Self-Directed IRA Partnering Gone Wrong

3 Examples of Self-Directed IRA Partnering Gone Wrong

Self-directed IRA owners can partner with others to take advantage of larger alternative investment opportunities, such true
Have You Considered a Self-Directed IRA?

Have You Considered a Self-Directed IRA?

Have you been considering self-directed investments in your IRA? Do you feel stuck? Are you in the pattern of thinking true
[Infographic] How to Partner 2 IRAs to Invest in Real Estate

[Infographic] How to Partner 2 IRAs to Invest in Real Estate

Self-directed IRA owners can use many strategies to purchase alternative investments. Partnering is a popular strategy true
5 Ways to Partner Your Self-Directed IRA

5 Ways to Partner Your Self-Directed IRA

Self-directed IRA owners have the option of partnering with other funding sources to purchase alternative investments. true
[Infographics] SEP, SIMPLE, and Individual 401(k): Employer-Sponsored Retirement Plans

[Infographics] SEP, SIMPLE, and Individual 401(k): Employer-Sponsored Retirement Plans

Do you know which self-directed retirement plan could be right for your business and retirement goals? Imagine yourself true
You Asked, We Answered: Individual 401(k) for Small Business Owners

You Asked, We Answered: Individual 401(k) for Small Business Owners

Whether you’ve attended one of our National Webinars or have not yet had the chance, this Q&A derived from those true
[Infographic] A Simple Path to Retirement Wealth

[Infographic] A Simple Path to Retirement Wealth

Retirement preparation is quickly becoming a priority as many face an uncertain financial future. Those looking to take true
If You’re Self-Employed It Pays to Understand 401(k) Rules

If You’re Self-Employed It Pays to Understand 401(k) Rules

Uber and Lyft drivers. Housecleaners. Photographers and freelance writers. What’s being called the “gig economy” is true
One-Size Does Not Fit All in Retirement Savings

One-Size Does Not Fit All in Retirement Savings

Anyone who’s ever strained the seams of a ‘one size fits all’ T-shirt knows there really is no such thing. The same is true
When Is it Time to Establish and Contribute to a Small Business Retirement Plan?

When Is it Time to Establish and Contribute to a Small Business Retirement Plan?

There are three retirement plans that allow small businesses to use contributions as a tax deduction by the employer: true
Common Questions About SEP and SIMPLE IRAs for Small Business Owners

Common Questions About SEP and SIMPLE IRAs for Small Business Owners

While the rules governing SEP and SIMPLE IRAs—two of the most common plans for small business owners—are purposefully true
States Encourage Small Business Owners with Retirement Savings Programs

States Encourage Small Business Owners with Retirement Savings Programs

New programs at the state and federal level are being put into place specifically to support small business owners who true
Moving from Successful Small Business Owner to Satisfied Retiree

Moving from Successful Small Business Owner to Satisfied Retiree

Today’s retirees are more likely to be rock-climbing than sitting in a rocking chair. People may be working longer—59 true
You Asked, We Answered: LLCs in Self-Directed IRAs

You Asked, We Answered: LLCs in Self-Directed IRAs

We’re taking the time to answer more questions posed during our monthly National Webinars. This month, we’re focusing true
A Balanced Breakfast of Retirement Investments

A Balanced Breakfast of Retirement Investments

The guidelines for a balanced breakfast are simple: five grams of fiber and five grams of protein. The rules for a true
5 Ways Small Business Owners Prepare for Retirement

5 Ways Small Business Owners Prepare for Retirement

Have you heard the stereotypes? Women plan for the future; men are confident with their abilities. Younger generations true
Frequently Asked Questions About IRA Rollovers

Frequently Asked Questions About IRA Rollovers

In 2014, Americans held $7.4 trillion in their IRAs. A good portion of that came from rolling over money from true
No More Excuses: Small Business Solutions to Retirement Saving

No More Excuses: Small Business Solutions to Retirement Saving

Think your business is too small to have a retirement savings plan? That you’ll be tied down to specific contributions true
Right to Marry Ruling: How it Affects Beneficiary Rights

Right to Marry Ruling: How it Affects Beneficiary Rights

On June 26, 2015, the U.S. Supreme Court lifted the ban on same sex-marriages in the 13 states that still had them, true
Retirement Plans for Your Small Business Your Employees Will Appreciate

Retirement Plans for Your Small Business Your Employees Will Appreciate

How does your small business attract and retain the best talent? Offering competitive salaries, good working true
5 Reasons Why We Love Self-Directed IRAs (And You Should, Too!)

5 Reasons Why We Love Self-Directed IRAs (And You Should, Too!)

Here, at The Entrust Group, we don’t just offer self-directed IRAs, we know that they expand our investment options and true
IRS View on Self-Certification of 401(k) Hardship Distributions

IRS View on Self-Certification of 401(k) Hardship Distributions

The April 1, 2015 edition of the Internal Revenue Service Employee Plans News notified that electronic true
The Retirement Every Small Business Owner Deserves

The Retirement Every Small Business Owner Deserves

Payroll. Accounts receivable and payable. Inventory. Marketing. Taxes. Small business owners have plenty to think about true
You Asked, We Answered: Real Estate IRAs

You Asked, We Answered: Real Estate IRAs

During each of our National Webinars, Entrust hosts a Q&A (question and answer) segment after the presentation. While true
Liar, Liar: The Biggest Fib We’ve Heard About Self-Directed IRAs

Liar, Liar: The Biggest Fib We’ve Heard About Self-Directed IRAs

If you come across a self-directed IRA provider who offers to review an investment or provides investment advice as true
The Easiest Way Yet to Invest with Your Self-Directed IRA

The Easiest Way Yet to Invest with Your Self-Directed IRA

Remember the old days when you had to fill out a form and mail in a check request, send it in an envelope, using a true
Why Do Americans Save More for Vacation Than for Retirement?

Why Do Americans Save More for Vacation Than for Retirement?

Memorial Day is the unofficial start of summer, when people start planning their vacations—a family reunion, a camping true
5 Habits of Great Personal Service for Real Estate IRA Investors

5 Habits of Great Personal Service for Real Estate IRA Investors

Have you ever called client services only to be transferred from one department to another, wait through blaring music, true
Understanding Fees in Retirement Plans

Understanding Fees in Retirement Plans

Investments in retirement plans have been dominated by the more common and accessible investments offered by brokerage true
Real Estate Lending and Construction Investments; Why is This Right for Me?

Real Estate Lending and Construction Investments; Why is This Right for Me?

Real Estate investing has always been a proven way to deploy finances into a long term strategy that creates more true
Hard To Value Non-Traditional Assets

Hard To Value Non-Traditional Assets

THE THREE VALUES | Most non-traditional assets have multiple investors; these investments are known as fractional true
Take the Wheel to Self-Direct Your Retirement Savings (We Can Help)

Take the Wheel to Self-Direct Your Retirement Savings (We Can Help)

Heights. Public speaking. Snakes. People have lots of fears, but planning for retirement shouldn’t be one of them. To true
How Retirement Can Be A Piece of Cake With A Self-Directed IRA

How Retirement Can Be A Piece of Cake With A Self-Directed IRA

With a self-directed IRA, a well-deserved retirement can be a piece of cake (and just as rewarding) if you pay true
3 Red Flags - What an IRA Administrator Does Not Do

3 Red Flags - What an IRA Administrator Does Not Do

More and more investors are attracted to the idea of self-directing their retirement investments. One of the true
Dodge These 4 Real Estate Investing Blunders

Dodge These 4 Real Estate Investing Blunders

Real estate is the #1 investment in self-directed IRAs. Income property—from apartment buildings to commercial true
Spring Into Saving With A Self-Directed IRA

Spring Into Saving With A Self-Directed IRA

Baby birds are chirping in their nests. Vivid tulips and perky daffodils enliven the garden. The first tender peas and true
5 Tactics to Avoid Being Fooled By Investment Scams

5 Tactics to Avoid Being Fooled By Investment Scams

Self-directed IRA holders invest their retirement plan assets in investments that go beyond your traditional CDs, money true
4 Convincing Reasons Why People Invest in Gold

4 Convincing Reasons Why People Invest in Gold

We say something is “as good as gold” for a reason. Gold has been a store of monetary value for as long as humans have true
Protect Your Future with Green Investments

Protect Your Future with Green Investments

You recycle. You carry your own reusable bag to the grocery store. You turn out the lights when you leave the room.
Offering Real Estate Investments Can Help Grow Your Business

Offering Real Estate Investments Can Help Grow Your Business

There’s a $7 trillion market out there from which you can profit. But first, you need to ask yourself what you know true
Self-Directed IRAs: A Stable Choice in an Uncertain Market

Self-Directed IRAs: A Stable Choice in an Uncertain Market

For the last couple years, the U.S. stock markets have been on a fairly consistent upward trend. The bond market has true
The Presidential 2016 Budget Proposal: 5 Potential Effects to IRAs

The Presidential 2016 Budget Proposal: 5 Potential Effects to IRAs

Every year the President uses the State of the Union Address to announce a few budget initiatives for the following true
3 Ways Self-Directed IRAs Empower You

3 Ways Self-Directed IRAs Empower You

Have you ever felt like your future is out of your control?
6 Essential Self-Directed IRA Rules

6 Essential Self-Directed IRA Rules

Knowledge is power, especially when it comes to knowing the rules that govern self-directed IRAs. When you understand true
What is a Self-Directed IRA?

What is a Self-Directed IRA?

It used to be, if you wanted a souvenir of your vacation in Italy, you asked another tourist to snap your photo true
Traditional IRA or Roth IRA: Which is the Best for You?

Traditional IRA or Roth IRA: Which is the Best for You?

One of the first decisions you’ll face when you start saving for retirement is, “How?” Individual retirement true
Rising Rents: An Opportunity for Self-Directed IRA Owners

Rising Rents: An Opportunity for Self-Directed IRA Owners

If you’ve been glossing over the headlines about high rents, think again. Historically high rents and low vacancy rates true
Apply These 4 Strategies to Start Saving for Retirement Now

Apply These 4 Strategies to Start Saving for Retirement Now

Far too many Americans are not financially ready for retirement: nearly half have no retirement savings at all. true
The Power of Private Placement Investing in Your Self-Directed IRA

The Power of Private Placement Investing in Your Self-Directed IRA

If you’re like most people, your IRA probably invests in public companies in the form of stocks and bonds. But what if true
[Infographic] What Is A Self-Directed IRA?

[Infographic] What Is A Self-Directed IRA?

The retirement industry has been dominated by custodians who are focused on a narrow spectrum of IRA investments, true
7 Things You Need to Know About Self-Directed IRAs and Taxes

7 Things You Need to Know About Self-Directed IRAs and Taxes

With the April 15 tax deadline mere weeks away, everyone can benefit from a refresher on the tax advantages of true
There’s Still Time to Contribute to Your IRA Before April 15

There’s Still Time to Contribute to Your IRA Before April 15

With the 2014 tax deadline approaching, you’re already thinking about taxes and money. Why not do something that can true
Maximize Your Retirement Savings With Your Own Expertise

Maximize Your Retirement Savings With Your Own Expertise

Are you a real estate maven? Passionate about small business or start-ups? Partial to the security of investing in true
3 Ways to Grow Your Retirement Savings with a Self-Directed IRA

3 Ways to Grow Your Retirement Savings with a Self-Directed IRA

People used to talk about having a nest egg for retirement. Today, that egg needs to be bigger than your standard Grade true