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

Advisors & Issuers

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

Learning Center

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

About Entrust

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For 40 years, The Entrust Group has provided account administration services for self-directed retirement and tax-advantaged plans. Entrust can assist you in purchasing alternative investments with your retirement funds, and administer the buying and selling of assets that are typically unavailable through banks and brokerage firms.

The Entrust Group Blog

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

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

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

What is a 4-Point Inspection?

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

Give Back With Qualified Charitable Distributions (QCDs)

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

IRS Unveils Increased 2025 IRA Contribution Limits

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

8 Popular Questions About Required Minimum Distributions

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

The Upside of Fair Market Valuation for Savvy Investors

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

State-by-State Capital Gains Tax Rates for 2024

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

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

Explore how retirement planning strategies adapt over time and what you can do at each stage to stay on track for a financially secure future.
How to Avoid Self-Directed IRA Prohibited Transactions

How to Avoid Self-Directed IRA Prohibited Transactions

Here are five of the most common prohibited transactions and practical tips on how to avoid them, helping you safeguard your SDIRA’s tax-advantaged status.
What Exactly is a DSCR Loan?

What Exactly is a DSCR Loan?

A DSCR loan primarily focuses on the cash flow generated by an investment property or business rather than the creditworthiness of the borrower.
Structured Settlement Investments: Example, Benefits, and Risks

Structured Settlement Investments: Example, Benefits, and Risks

Interested in structured settlement investments? With this unique asset class, the buyer gains a low-risk asset, while the seller gains liquidity.
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.
The Ultimate Guide to Mortgage Note Investing

The Ultimate Guide to Mortgage Note Investing

Wondering how to invest in mortgage notes? This asset can offer steady, predictable returns with the security of real property serving as collateral.
How to Invest in Real Estate with Your 401(k) Funds

How to Invest in Real Estate with Your 401(k) Funds

In this article, we’ll cover how to use your 401(k) funds to invest in real estate. All you need is a self-directed IRA or self-directed 401(k).
Qualified Purchaser vs Accredited Investor

Qualified Purchaser vs Accredited Investor

Qualified purchaser vs accredited investors – the difference between these two terms boils down to differing levels of wealth and financial sophistication.
6 Types of Real Estate Investments to Navigate the Housing Shortage

6 Types of Real Estate Investments to Navigate the Housing Shortage

Multifamily, self-storage investing, and industrial properties — we’ve compiled six types of real estate investments to explore in this housing shortage.
What is a Checkbook LLC?

What is a Checkbook LLC?

A checkbook LLC provides SDIRA holders with direct access to their funds through a checking account, offering control in managing their investments.
Who is Considered a Self-Directed IRA Disqualified Person?

Who is Considered a Self-Directed IRA Disqualified Person?

A self-directed IRA disqualified person is someone who is prohibited from engaging in certain types of transactions with the IRA.
6 Private Equity Exit Strategies for PE Investors

6 Private Equity Exit Strategies for PE Investors

Explore six common exit strategies used by private equity investors, including initial public offerings, recapitalization, and liquidation.
Tax Tips for Self-Directed IRA Holders

Tax Tips for Self-Directed IRA Holders

In this post, we’ll answer some of the top questions that SDIRA holders ask us each year about their self-directed IRA tax returns.
Avoid These Common Investment Scams

Avoid These Common Investment Scams

Investment scams are likely as old as investing itself. Here are seven of the most common scams to look out for as you’re evaluating new opportunities.
7 Essential Self-Directed IRA Real Estate Rules

7 Essential Self-Directed IRA Real Estate Rules

Follow these essential self-directed IRA real estate rules to keep your account in good standing and protect the tax-advantaged status of your investments.
TVPI vs MOIC: Essential Metrics for Private Equity Investors

TVPI vs MOIC: Essential Metrics for Private Equity Investors

TVPI vs MOIC – explore the differences of these two common private equity valuation strategies. Hint: there are benefits to using both valuation methods.
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.
Raising Private Capital with Self-Directed IRAs

Raising Private Capital with Self-Directed IRAs

Enhance your capital raising solutions by tapping into a new source of funds: 401(k)s and IRAs. It starts by educating your investors about SDIRAs.
Take Advantage of 2024 IRA Catch-Up Contribution Limits

Take Advantage of 2024 IRA Catch-Up Contribution Limits

Maximizing catch-up contributions can boost your savings. In this post, we’ll cover the 2023 contribution limits for every type of self-directed account.
Private Equity Secondaries: Enhance Your Buy-In and Exit Opportunities

Private Equity Secondaries: Enhance Your Buy-In and Exit Opportunities

Private equity secondaries allow investors to buy and sell shares of existing PE funds despite lock-up periods.
6 Types of Investors - Which One Are You? 

6 Types of Investors - Which One Are You? 

Which type of investor are you? A visionary? An analyst? A community builder? Or something else entirely?
5 Types of Due Diligence

5 Types of Due Diligence

Leave no stone unturned. Explore five different types of due diligence, including legal, operational, and environmental considerations.
3 Gold Alternatives Powering Innovative Technology

3 Gold Alternatives Powering Innovative Technology

Three alternatives to gold are piquing interest — silver, platinum, and palladium. Learn how to hold them in your IRA to unlock tax-advantaged growth.
When a Roth IRA Meets Real Estate Investing

When a Roth IRA Meets Real Estate Investing

Combine the tax-free potential of a Roth IRA with the benefits of real estate. Thousands of Entrust clients have exactly done that with a Roth SDIRA.
Greenfield vs Brownfield Investing

Greenfield vs Brownfield Investing

Greenfield vs brownfield investing — each term represents a unique approach to development, offering their own benefits and considerations.
Important Steps to Avoid Financial Elder Abuse

Important Steps to Avoid Financial Elder Abuse

With financial elder abuse on the rise, get important tips to keep you and your accounts safe. Learn about common scam tactics and download our guide.
Investing with a Self-Directed IRA Through an LLC in 2024

Investing with a Self-Directed IRA Through an LLC in 2024

Investing through a self-directed IRA LLC grants investors checkbook control. This means increased control and speed in exchange for more responsibility.
How Do I Choose a Self-Directed IRA Custodian?

How Do I Choose a Self-Directed IRA Custodian?

Self-directed IRA custodians facilitate transactions and provide crucial account administration. Here are six qualities to look for in an SDIRA provider.
IRA Transfer vs. Rollover: What's the Difference?

IRA Transfer vs. Rollover: What's the Difference?

IRA transfer vs rollover — it’s one of the first questions new SDIRA investors ask. Learn about each so you can choose the option that’s right for you.
Taking Pride of Ownership in South Carolina Real Estate

Taking Pride of Ownership in South Carolina Real Estate

Through a commitment to education and local market expertise, Carl made a savvy investment in South Carolina real estate using his self-directed IRA.
How to Sell an Investment Within Your SDIRA

How to Sell an Investment Within Your SDIRA

Whether you’re selling real estate, precious metals, or private equity, here are the key steps involved in selling an investment from your SDIRA.
Self-Directed IRA Distribution Rules: Everything You Need to Know

Self-Directed IRA Distribution Rules: Everything You Need to Know

Learn about self-directed IRA distribution rules, like cash distributions vs in-kind distributions. Plus, find out how to determine your RMD.
4 Non-Accredited Investor Opportunities

4 Non-Accredited Investor Opportunities

Recent changes have opened doors for non-accredited investors. Real estate crowdfunding is just one of many opportunities democratizing this space.
Legacy Planning Guide for IRA Holders and Their Beneficiaries

Legacy Planning Guide for IRA Holders and Their Beneficiaries

In this IRA legacy planning guide, we delve into the complexities of IRA inheritance, tax implications, and the latest legislative changes.
Self Directed IRA for Real Estate: Benefits, Risks, & Next Steps

Self Directed IRA for Real Estate: Benefits, Risks, & Next Steps

Learn how to use a Self-Directed IRA to invest in real estate. Our comprehensive guide explains how to get started and more.
How to Transfer Your Wealth On Your Own Terms

How to Transfer Your Wealth On Your Own Terms

Learn how to prepare your beneficiaries, plan for your financial legacy, and start a conversation about your retirement goals with your family.
5 Reasons Self-Directed IRAs Might Not Be for You

5 Reasons Self-Directed IRAs Might Not Be for You

Self-directed IRAs can be a powerful tool for maximizing the potential of your retirement portfolio. That said, they’re not for everyone.
Private Lending is the Passive Income Strategy You May Have Overlooked

Private Lending is the Passive Income Strategy You May Have Overlooked

Invest your self directed IRA retirement funds in projects that matter to you with private lending and diversify your portfolio with passive income.
All You Need to Know About UBIT, UBTI, and UDFI

All You Need to Know About UBIT, UBTI, and UDFI

UBIT, UBTI, and UDFI are regulatory measures designed to ensure that tax-exempt organizations and accounts do not exploit their tax-exempt status.
7 Tax Benefits of Real Estate Investing

7 Tax Benefits of Real Estate Investing

Capitalize on seven tax benefits of real estate investing, including depreciation deductions, 1031 exchanges, and self-directed IRAs.
SEP IRA vs SIMPLE IRA for Small Business Owners

SEP IRA vs SIMPLE IRA for Small Business Owners

SEP IRA vs SIMPLE IRA — two retirement plan options for small business owners. Learn about their differences and benefits to make an informed choice.
90 Self-Directed IRA Investment Options

90 Self-Directed IRA Investment Options

Explore your self-directed IRA investment options. Discover 90 things you can invest in with an SDIRA, including real estate and precious metals.
5 IRA Tax Forms Every SDIRA Holder Should Know

5 IRA Tax Forms Every SDIRA Holder Should Know

Have IRS tax form questions? You're not alone. Let's uncover the purpose of each IRA tax form so you can have a simple, stress-free tax season.
How to Invest in Private Equity with an SDIRA

How to Invest in Private Equity with an SDIRA

Mobilize your retirement funds to access private equity investments. Explore startups, small businesses, and other private equity IRA options.
Tax-Deferred vs Tax-Free: How to Pick the Right Plan

Tax-Deferred vs Tax-Free: How to Pick the Right Plan

Tax-deferred or tax-free growth? Learn how to decide which is right for you. Explore account types, pros and cons, and the role of tax diversification.
Investing in AI in 2024 and Beyond

Investing in AI in 2024 and Beyond

Discover strategic ways to invest in AI, from ETFs to private equity. Harness the benefits of this technology while optimizing a tax-efficient portfolio.
Can You Have Multiple Roth IRAs?

Can You Have Multiple Roth IRAs?

Can you have multiple Roth IRAs? Yes, though this does not increase your IRA contribution limits. So, what leads many investors to make this choice?
Breathing New Life into Sun Belt Communities

Breathing New Life into Sun Belt Communities

Learn how Chris De Celle uses his SDIRA to revitalize Sun Belt communities, enhancing residents' quality of life while securing his financial future.
16 Ways to Lower Your Tax Bill

16 Ways to Lower Your Tax Bill

How to lower your tax bill? Know your acronyms. Find out how to make FSAs, HSAs, QCDs, and SDIRAs work for you, plus 12 other ways to lower your tax bill.
Mineral Rights Investments: November Webinar Wrap

Mineral Rights Investments: November Webinar Wrap

In this wrap-up article of our November webinar, learn how to invest in oil wells and mineral rights with your tax-preferred funds.
Should You Invest During a Recession?

Should You Invest During a Recession?

Economic downturns often trigger fear and uncertainty, though they can also create opportunities for the well-prepared.
4 Examples of Digital Assets: October Webinar Wrap

4 Examples of Digital Assets: October Webinar Wrap

In this wrap-up of our October Webinar, learn four examples of digital assets and how digital investment holders may be able to manage market volatility.
Achieving Financial Security Through Diversification and Due Diligence

Achieving Financial Security Through Diversification and Due Diligence

Learn how Entrust client Michael Fredrick used his relentless dedication to due diligence to diversify his retirement portfolio.
Asset Protection Strategies for SDIRA Holders: Webinar Wrap

Asset Protection Strategies for SDIRA Holders: Webinar Wrap

Explore asset protection strategies for your SDIRA-held assets. Gain valuable insights from an expert on LLC formation and charging order protections.
What You Need to Know About Investing in Precious Metals

What You Need to Know About Investing in Precious Metals

Unlock portfolio diversification with precious metals investing. Explore four types of precious metals allowed in an SDIRA and key IRS compliance rules.
Redefining Investing Success with Single-Family Homes in Los Angeles

Redefining Investing Success with Single-Family Homes in Los Angeles

Learn how Entrust client Jane Park reinvigorated her portfolio by investing in single-family homes in the bustling Los Angeles real estate market.
What to Know Before Investing in Real Estate

What to Know Before Investing in Real Estate

In this article, we outline what to know before investing in real estate. This includes tips on due diligence and simplifying property management.
Top 5 Mistakes to Avoid in Retirement Planning

Top 5 Mistakes to Avoid in Retirement Planning

We’ve compiled our top five mistakes to avoid in retirement planning, such as taking Social Security too early and failing to diversify your portfolio.
How to Invest During Inflation: Consider Alternative Assets

How to Invest During Inflation: Consider Alternative Assets

What investments protect against inflation? It’s a question many investors are asking. Learn how to invest during inflation to protect your portfolio.
How to Complete a Pension Rollover to an IRA

How to Complete a Pension Rollover to an IRA

Explore the process of completing a pension rollover to an IRA. Plus, discover the potential benefits of SDIRAs compared to defined benefit plans.
Choosing a Depository for Your Precious Metals IRA Investments

Choosing a Depository for Your Precious Metals IRA Investments

The IRS requires that all physical metals invested with a self-directed IRA be securely stored in an approved metals depository or vault for safekeeping.
What is a Backdoor Roth IRA?

What is a Backdoor Roth IRA?

The backdoor Roth IRA is a strategy for high earners to unlock the advantages of tax-free growth. Explore tax implications and FAQs in our blog post.
SECURE Act 2.0 is Law: How Will it Impact Your Retirement Portfolio?

SECURE Act 2.0 is Law: How Will it Impact Your Retirement Portfolio?

In December 2022, President Biden signed the Secure Act 2.0 into law. Here are 22 ways the new legislation might impact your retirement savings strategy.
Self-Directed IRA Expertise You Need for the New Year

Self-Directed IRA Expertise You Need for the New Year

From real estate to crypto to every class of self-directed account you can imagine, discover everything there is to know about SDIRAs heading into 2023.
Higher IRA Contribution Limits Create Opportunity for SDIRA Investors

Higher IRA Contribution Limits Create Opportunity for SDIRA Investors

The IRS has released the IRA contribution limits for 2023. Stay up to date on the latest limits and learn how you can use take advantage of the increase.
Five Partnering Strategies to Help Your IRA Funds Go Farther

Five Partnering Strategies to Help Your IRA Funds Go Farther

Partnering your SDIRA is a great way to collaborate with trusted investors and gain access to opportunities beyond your ordinary budget.
Get The Down Low on Crypto: Seven Terms You Need to Know

Get The Down Low on Crypto: Seven Terms You Need to Know

Learn all the terms you need to before you invest in a Crypto IRA . Understand wallets, coins and more to start your self-directed IRA investment journey.
Alternative Investments in Tough Markets + Self-Directed Investing

Alternative Investments in Tough Markets + Self-Directed Investing

Invest in alternative investments and find opportunities during challenging markets. Self directed investing opens the world of investing your way.
Entrust Academy's On-Demand Courses for Financial Professionals

Entrust Academy's On-Demand Courses for Financial Professionals

Learn on your own schedule with the new on-demand courses from Entrust Academy. Gain financial knowledge and earn continuing education credits today.
Self-Directed IRAs Explained

Self-Directed IRAs Explained

Learn about self-directed IRAs and how they can help you supercharge your retirement strategy. Invest with an SDIRA to access alternative investments.
FIRE + Self-Directed IRAs: Boost Retirement with a Tax-advantaged Account

FIRE + Self-Directed IRAs: Boost Retirement with a Tax-advantaged Account

Looking for financial independence? Considering retiring early? Learn how self-directed IRAs can be a game-changing tool to reach your retirement goals.
Financial Advisors: Guide Clients through the 4 Phases of Retirement

Financial Advisors: Guide Clients through the 4 Phases of Retirement

Guide your clients through their retirement and grow your financial advisor practice by providing access to self-directed IRAs through The Entrust Group.
Investing in Commercial Real Estate in a Post-Pandemic World

Investing in Commercial Real Estate in a Post-Pandemic World

Discover the possibilities of using a self-directed IRA to invest in a wide variety of commercial real estate assets.
How to Invest in Cryptocurrency With a Self-Directed IRA

How to Invest in Cryptocurrency With a Self-Directed IRA

Want to diversify your portfolio with cryptocurrency? Learn the basics of how to invest in cryptocurrency with a Self-Directed IRA (SDIRA).
Can Investing Sustainably with a Self-Directed IRA Make You Happier?

Can Investing Sustainably with a Self-Directed IRA Make You Happier?

Invest in sustainable assets you choose with a self-directed IRA and learn more about how you can use self-direction to grow your retirement portfolio.
Start-Up Growth Offers Self-Directed IRA Investors New Opportunities

Start-Up Growth Offers Self-Directed IRA Investors New Opportunities

The unprecedented growth of start-ups in 2021 has fueled investment opportunities in private equity and venture capital for self-directed IRA investors.
Stand Out As a Financial Advisor With Advanced Tax-Planning and Self-Directed Investments

Stand Out As a Financial Advisor With Advanced Tax-Planning and Self-Directed Investments

Level up your financial advisor practice by incorporating tax-advantaged planning and offering your clients highly-tailored, self-directed investments.
Entrepreneur Boom Fuels Private Equity and Private Lending Opportunities for Self-Directed IRA Investors

Entrepreneur Boom Fuels Private Equity and Private Lending Opportunities for Self-Directed IRA Investors

The changing landscape is providing more opportunities for self-directed IRA investors to invest with private equity and debt-based investments.
A Self-Directed IRA Fulfills Ethan's Dream of Investing in a Farm

A Self-Directed IRA Fulfills Ethan's Dream of Investing in a Farm

Learn about how Entrust client, Ethan Stool, used a self-directed IRA to invest in a successful farm in Texas.
I Never Knew I Could Invest In That: Knowledge and Opportunity Are the Real Keys to Financial Wellness

I Never Knew I Could Invest In That: Knowledge and Opportunity Are the Real Keys to Financial Wellness

Financial wellness is about knowledge and opportunity. Learn ways to invest your retirement funds in alternative investments with a self-directed IRA.
Educating Yourself is the Key to Financial Wellness in 2022

Educating Yourself is the Key to Financial Wellness in 2022

Start your financial year right with Entrust's Learning Center, and learn everything about investing in alternative investments with a self-directed IRA.
Exciting Advancements for SDIRA Investors at Entrust: 2021 Review

Exciting Advancements for SDIRA Investors at Entrust: 2021 Review

We've had an exciting year at Entrust. Check out our new website and how we make it easy for clients to invest their way with self-directed accounts.
What do Jack-O-Lanterns and Self-Directed IRAs Have in Common?

What do Jack-O-Lanterns and Self-Directed IRAs Have in Common?

Ever wonder if a SDIRA is a good investment strategy for you? Find out how you can design an investment portfolio based on your goals and experience.
Disruptive Real Estate Trends & How to Capitalize On Them: Part 2

Disruptive Real Estate Trends & How to Capitalize On Them: Part 2

Learn how technologies like AR, blockchain, and big data are shaking up the real estate investing landscape with the CEO of Grocapitus, Neal Bawa.
Disruptive Real Estate Trends & How to Capitalize On Them: Part 1

Disruptive Real Estate Trends & How to Capitalize On Them: Part 1

Insights from Neal Bawa on five recent disruptive trends in real estate investing and how to leverage your investment portfolio to capitalize on them.
Top Real Estate Investment Strategies to Leverage your SDIRA

Top Real Estate Investment Strategies to Leverage your SDIRA

A SDIRA real estate investment strategy can become a reality with a direct purchase, a non-resource loan, partnering, or investing through an LLC.
Introducing the Entrust Mobile App: Your SDIRA On-The-Go

Introducing the Entrust Mobile App: Your SDIRA On-The-Go

Want to manage your Self-Directed IRA (SDIRA) on-the-go? Download the Entrust mobile app and invest with your SDIRA from anywhere.
4 Investment Trends to Help You Diversify Your Portfolio

4 Investment Trends to Help You Diversify Your Portfolio

Looking for a new asset to invest in? See 4 investment trends that are gaining popularity with self-directed IRA holders.
10 Terms Real Estate Investors Should Know

10 Terms Real Estate Investors Should Know

If you’re new to the real estate investing landscape, here are some terms that will aid your understanding.
Ready, Set, Invest in Real Estate

Ready, Set, Invest in Real Estate

A roundup of our best real estate articles to get you up and running with real estate investments.
Spring Cleaning Your Finances

Spring Cleaning Your Finances

Spring has arrived. It’s time to shake off winter, tidy up, and get your home in order.
Here’s the Commercial Real Estate Investment You’ve Been Overlooking

Here’s the Commercial Real Estate Investment You’ve Been Overlooking

High income potential and low overhead — it’s a combination every investor loves to hear about—and one that self-storage has the potential to provide.
5 Female Financiers You Should Know

5 Female Financiers You Should Know

Investing and finance is often seen as a man’s game, but what about the women in the scene? Here are 5 influential female investors you should know.
What a Relief: New 2020 Tax Deadline and the Unemployment Compensation Exclusion

What a Relief: New 2020 Tax Deadline and the Unemployment Compensation Exclusion

The IRS announced the deadline to file 2020 taxes has been extended from April 15 to May 17, 2021 due to hardships caused by the COVID-19.
Investing in What You Value: ESGs

Investing in What You Value: ESGs

ESG stands for environmental, social and governance. ESGs are based on environmental, social, and governance factors and their potential for returns.
3 Things You Need to Know About Qualified Charitable Distributions

3 Things You Need to Know About Qualified Charitable Distributions

Qualified charitable distributions through self-directed IRAs are now tax-exempt for 2016 and beyond. This is what you need to know.
Do You Have What it Takes to Become an Angel Investor?

Do You Have What it Takes to Become an Angel Investor?

Angel investors are typically high net-worth individuals interested in riskier investments. The cash they use to invest is their own.
Cost of Living Adjustments in 2021 and How They Affect Your IRA

Cost of Living Adjustments in 2021 and How They Affect Your IRA

COLAs are announced by the IRS every fall. The amount you can contribute to your IRA or deduct on your tax return can change based on the year’s COLAs.
Your Tax Strategy for 2021

Your Tax Strategy for 2021

Getting ready to file your tax return? Here's a post-tax routine to simplify your 2021 taxes.
Reporting Common IRA Transactions on Individual Tax Returns

Reporting Common IRA Transactions on Individual Tax Returns

Let’s take a look at some of the most commonly asked questions about IRA transactions.
The Easy Way to Pay Your Real Estate Investment Expenses

The Easy Way to Pay Your Real Estate Investment Expenses

Paying for expenses when you, yourself own a property is a no-brainer. Paying expenses on a property your IRA owns requires a little more forethought.
Fair Market Valuations: What They Are and How To Report Them

Fair Market Valuations: What They Are and How To Report Them

The fair market value of an IRA must be reported to the IRS by December 31 each year.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Are Airbnb investment properties in your self-directed IRA taxable?

Are Airbnb investment properties in your self-directed IRA taxable?

Self-directed IRA holders take advantage of short-term rentals. Learn how to avoid paying taxes on the income generated from Airbnb investment properties
Why Health Savings Should be Part of Your Retirement Plan

Why Health Savings Should be Part of Your Retirement Plan

Discover how you can contribute to a tax-advantaged HSA, a resource in retirement planning, to minimize the financial impact of health-related expenses
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 401(k) or an Individual Retirement Arrangement (IRA)? Here the Answer!
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

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

Changes in tax laws were enacted for tax year 2018, and his post addresses common questions from those deciphering their impact.
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 frequently asked questions about self-directed IRAs.
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 many benefits to starting your retirement savings early in the year. Investors and others who want to save for 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...
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

Attendees on our monthly webinar were able to ask questions about protecting their self-directed IRAs. What many investors need to learn...
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:
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.
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.
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 in our monthly webinar had the opportunity to ask questions about using retirement funds to invest in offshore real estate.
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 especially important for investors considering offshore real estate investments. Investors can find themselves in these tricky situations.
A Day in the Life: Client Services at The Entrust Group

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

Completing a fair market valuation (FMV) for your SDIRA fulfills IRS rules and can empower you to make more informed decisions with your portfolio.
Gain More Control Over Your Self-Directed IRA with

Gain More Control Over Your Self-Directed IRA with

As an IRA owner, checking provides investment freedom and makes it easier to achieve your investment goals. Learn 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

Attendees of our monthly webinar had the opportunity to ask beginner and advanced questions about self-directed IRAs, retirement investing, 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)

With school starting again, it's time to think about Coverdell ESAs. It's a way to save for a child'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

Attendees of our monthly webinar had the opportunity to ask questions about emerging real estate investment trends and real estate IRA basics...
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...
5 Professionals Who Can Grow Their Business with Self-Directed IRAs

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

You can grow your business by incorporating the flexibility of self-directed retirement plans into your strategy. Find out how you can benefit Here
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. You can...
Entrust Employee Profile: Kim

Entrust Employee Profile: Kim

Kim is a California native with a brown belt in Okinawan Shorin-Ryu Karate. She's been with TEG 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...
3 Reasons Why Gold Doesn't Collapse Like the Stock Market

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

Why gold will survive the next market crash? Explore with Self-directed IRAs the potential of adding gold to your retirement savings investment strategy.
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)

Some investors love the tangible nature of land and property, while others prefer to own shares in a REIT to avoid the hassles of being a landlord.
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

With a self-directed property IRA, you can invest your retirement savings in all kinds of property and property-related assets. Let's see 3 success stories
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...
There's More to the Roth IRA Than Meets the Eye

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

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

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

If you've already filed your taxes, you may be in the clear. But if you haven't filed yet, here are six last-minute moves you can make to 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?

The differences between a rollover and a transfer are important when moving your funds from a 401(k) to a self-directed IRA with TEG. Here's our Q&A...
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...
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 mortgage-backed securities but is not sure what it really means? Read this article Now!
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 webinar will answer questions about the different types of individual retirement accounts, as well as employer-sponsored plans and their tax benefits.
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...
Recent Stock Market Events Highlight The Importance of  Diversification 

Recent Stock Market Events Highlight The Importance of  Diversification 

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

5 Tips to Help You Save for Retirement

Trying to save for retirement in 2018? We understand that the beginning of the year is usually a time to plan how you want to save, so 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 on the Tax Bill and Jobs Act of 2017 and how it affects retirement 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

The year is starting and that means tax season has already begun. This year, the April 17th tax deadline is fast approaching. Are you prepared?
How Investors Take Advantage of Self-Direction With Entrust

How Investors Take Advantage of Self-Direction With Entrust

8 out of 10 TEG customers are happy to be with us. Why is that? They want more investment options and control over their savings and investments.
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: