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The Entrust Group Blog

How the CARES Act Affects Retirement Plans

How the CARES Act Affects Retirement Plans

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

The 2020 Tax Deadline Has Been Extended

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

Required Minimum Distributions Have a New Starting Age

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

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

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

Age Limits on Traditional IRA Contributions? Not Anymore

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

5 Steps to Kickstart Your 2020 Tax Strategy

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

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

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

What IRA Holders Should Know About the SECURE Act

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

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

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

5 Reasons Self-Directed IRAs Might Not Be for You

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

How to Raise More Capital for Your Offerings, Faster

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

The IRS Announces IRA Contribution Limits for 2020

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

What IRA Holders Need to Be Aware of at Year End

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

Here’s What Spooks People About Investing in Retirement

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

Creating a More Secure Retirement

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

Why You Need to Invest in Your Retirement

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

Your Distribution is Taxable in the Year It’s Distributed

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

Using a Self-Directed IRA to Invest in an LLC

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

Here’s What You Can Do With Your Account Earnings

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

5 Partnering Strategies To Help Your IRA Funds Go Farther

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

How to Invest in Gold With an IRA

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

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

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

You Can Use Your Retirement Account to Invest in Cryptocurrency

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

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

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

Self-Direction and Real Estate Notes: Part 2

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

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

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

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

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

What You Need to Know About Investing in Precious Metals

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

How to Purchase That Asset You Can't Quite Afford

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

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

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

SDIRA 101: Your Self-Directed IRA Basics

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

Self-Direction and Real Estate Notes: Part 1

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

The Diversification Advantage You're Looking For Is Right Here

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

What You Need to Know About Accredited Investors

Here are some important things to know about accredited investors and how becoming one might influence your Self-Directed IRA investment strategy.
IRA Transfers vs. Rollovers: What's the Difference? (2020)

IRA Transfers vs. Rollovers: What's the Difference? (2020)

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

How to Choose Your SDIRA Provider FAQ Guide

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

Preparing for the Effect Divorce Can Have on Your Retirement Savings

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

Limited Liability Companies as a Self-Directed IRA Strategy

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

How to Save For Retirement Even After Retirement Age

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

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

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

Legacy Planning Guide for IRA Holders and Their Beneficiaries

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

When a Roth IRA Meets Real Estate Investing

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

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

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

Everything You Need to Know About UBIT and UDFI

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

5 Tax Forms Every IRA Holder Should Know

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

Why Health Savings Should be Part of Your Retirement Plan

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

Demystifying Self-Directed IRAs

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

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

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

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

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

3 Tools To Help You Prepare For Your Dream Retirement

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

Understanding IRA Tax Benefits

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

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

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

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

The application of changes to the tax law took effect for the tax year 2018. his article addresses common questions by people who are trying to decipher how the changes will affect them...
[Infographic] 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 rules that prohibit transactions with disqualified persons. Here we explain who you can and can’t work with.
You Asked, We Answered: Top 10 Self-Directed IRA Questions from 2018

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

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

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

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

Looking Ahead to 2019: What It Means for Your Retirement

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

Why Smart Investors Use The Entrust Group For Their Alternative Investments

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

IRA Contribution Limits for 2019 [Chart]

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

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

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

8 Popular Questions About Required Minimum Distributions

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

How to Give Back This Holiday Season with Qualified Charitable Distributions

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

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

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

Guide: Reporting Your Fair Market Valuation

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

Top 3 Questions IRA Holders Have About Property Taxes

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

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

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

How Retirement Might Look Without a Savings Plan

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

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

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

Where Are You On Your Journey to Retirement?

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

3 Gold Alternatives and Why Investors are Taking Notice

We take a closer look at "white-metals" including silver, platinum and palladium, and how you might want to add one or more to your self-directed retirement savings account...
4 Frequently Asked Questions about Self-Directed IRA Distributions

4 Frequently Asked Questions about Self-Directed IRA Distributions

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

Choosing a Depository for Your Precious Metals Investment

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

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

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

Selecting the IRA Plan That Works Best For You

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

Which International Central Banks Own the Most Gold and Why?

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

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

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

Avoiding Offshore Investment Scams with Due Diligence

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

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

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

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

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

Understanding Stocks as a Retirement Investment Vehicle

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

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

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

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

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

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

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

Entrust Employee Profile: Joshua

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

Cryptocurrency vs. Precious Metals: Which One Wins?

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

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

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

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

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

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

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

Entrust Employee Profile: Kim

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

New Study: Entrust Reveals 2018 Real Estate IRA Trends

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

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

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

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

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

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

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

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

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

How to Leave a Legacy With Your Retirement Plan

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

3 Qualified Transactions Every Self-Directed IRA Investor Can Use

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

Entrust Employee Profile: Emily

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

4 Ways to Maximize Your Retirement Plan After Age 70

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

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

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

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

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

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

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

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

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

Entrust Employee Spotlight: Mindy

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

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

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

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

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

What Does it Mean to Invest in Mortgage Notes?

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

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

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

Entrust Employee Spotlight: Esme

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

New Study: Year After Year Gold Stays Strong for Investors

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

Why IRA Academy is Important for Financial & Retirement Professionals

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

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

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

Investing 101: Building Your Precious Metals Portfolio

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

Recent Stock Market Events Highlight The Importance of  Diversification 

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

5 Tips to Help You Save for Retirement

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

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

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

Entrust Employee Spotlight: Vanessa C.

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

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

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

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

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

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

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

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

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

How Investors Take Advantage of Self-Direction With Entrust

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

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

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

Entrust Employee Spotlight: Bill Neville

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

Achieving High Stable Returns by Investing in Real Estate Notes

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

3 Tax Advantages of Self-Directed IRAs

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

Small Business IRA Contributions - FAQs for 2018

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

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

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

Traditional & Roth IRA Contributions - FAQs for 2018

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

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

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

Entrust Employee Spotlight: Ellen

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

Timely Tips: Retirement Deadline Dates for December

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

The Historic Value Behind Silver, Gold and Other Precious Metals

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

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

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

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

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

A Look at the Senate's Tax Reform Proposal

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

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

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

Entrust Employee Spotlight: Mecala

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

6 Types of Investors - Which One Are You? 

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

Self-Directed IRA Terms Every Investor Needs to Know

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

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

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

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

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

Entrust Employee Spotlight: Janiel

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

How Self-Directed IRA Conversions and Recharacterizations Actually Work

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

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

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

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

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

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

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

The Most Common Questions Asked About Precious Metals —Answered!

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

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

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

Timely Tips: Retirement Plan Deadlines for Small Business Owners

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

Entrust Employee Profile: Reema

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

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

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

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

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

Due Diligence Makes Precious Metals Investments Shine Brighter

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

Entrust Employee Spotlight: Traci

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

5 Smart Tips to Help Your Private Placement Investment

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

How Retirement Accounts Are Impacted By Divorce

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

IRA Academy: An Example of Our Dedication to Education

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

Alternative Investments: A New Approach to Retirement Saving

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

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

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

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

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

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

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

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

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

Private Placements Investing with Self-Directed IRAs

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

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

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

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

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

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

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

[Free Report] The Power of Real Estate IRA Investments

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

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

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

5 Facts That Dig Deeper Into IRAs and Retirement

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

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

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

Getting Smart: Retirement Savings Strategies For Mom

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

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

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

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

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

5 Last-Minute Ways IRA Holders Can Reduce Taxes

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

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

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

Invest in Your Own Pot of Gold: Gold IRA Basics

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

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

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

7 Things to Consider When You Want to Retire Abroad

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

5 Hard Truths About Women and Retirement Security

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

Timely Tips: Retirement Deadlines for Small Business Owners

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

6 Financial Concepts Taught by American Presidents

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

You Asked, We Answered: Decrease Your Taxes in 2017

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

African-Americans Have Less Retirement Savings, Study Says

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

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

With the tax season in full effect, we are discussing the top 3 mistakes made by IRA holders. These mistakes can lead to further repercussions. Read more.
Here's What Couples Need to Know About Spousal IRAs

Here's What Couples Need to Know About Spousal IRAs

With Valentine's Day around the corner, couples everywhere want to impress their partners. Spousal IRAs is a great way to impress. Read to learn more.
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

With Trump's new presidency, there may be some impact to American citizens' retirement savings. Read to learn more about this change.
You Asked, We Answered: Get Your Old 401(k) in Shape

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

In this month's You Asked, We Answered we are discussing ways to keep your old 401(k) fresh and fit for the new year. Read more to understand the Q&A about self-directed IRAs.
3 Financial Lessons From Dr. Martin Luther King Jr.

3 Financial Lessons From Dr. Martin Luther King Jr.

Dr. Martin Luther King Jr. left many valuable lessons for the people America, especially some financial lessons we all should never forget.
You Asked, We Answered: Private Placements in Your IRA

You Asked, We Answered: Private Placements in Your IRA

Our last webinar for 2016 discussed private placements and your IRA. Continue reading to learn more about private placements.
Get Your Retirement Savings in Shape in 2017

Get Your Retirement Savings in Shape in 2017

If getting your financial affairs in shape makes your list of resolutions, Entrust can help you give your retirement savings plans a workout.
6 Tips for a Financially Secure Retirement in 2017

6 Tips for a Financially Secure Retirement in 2017

At Entrust, we like to promote both financial security and happiness. This article discusses 6 tips for a financially secure retirement in 2017.
Roth IRA vs. Traditional IRA: Which One Works for You?

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

The most obvious difference between a Traditional IRA and a Roth IRA is how they are taxed upon distribution. We explain the difference in this article.
Transfers vs. Rollovers: We Explain the Difference

Transfers vs. Rollovers: We Explain the Difference

What is the difference between transfers and rollovers? We explain the difference in this article so you have have a better idea.
Have an Old 401(k)? Put it to Work for Your Retirement

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

Do you have dormant funds sitting in an old 401(k) account? Give your IRA a workout and move your funds to a self-directed IRA with Entrust.
Using Your Self-Directed IRA to Buy Discounted Notes

Using Your Self-Directed IRA to Buy Discounted Notes

Buying notes at a discount using a tax-advantaged self-directed IRA is becoming more popular, in particular with real estate professionals.
Why You Shouldn't Overlook Your Beneficiary Designation

Why You Shouldn't Overlook Your Beneficiary Designation

The IRA beneficiary designation is the section of the IRA document that is most over looked by most IRA holders, here's why it's important.
You Asked, We Answered: Investing in Real Estate with IRA Funds

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

Curious investors asked questions about investing in real estate with their IRA, and we answered them.
FAQs: Reporting a Fair Market Valuation for Your IRA

FAQs: Reporting a Fair Market Valuation for Your IRA

The deadline for the fair market valuation form for self-directed IRA holders is due January 31st.
How to Decrease your Taxes in 2017: Open an IRA

How to Decrease your Taxes in 2017: Open an IRA

For those beginning their research into ways to optimize and invest their retirement savings, many turn to self-directed IRAs as a viable and positive option.
5 Things Retirement Savers Can Be Thankful For This Thanksgiving

5 Things Retirement Savers Can Be Thankful For This Thanksgiving

We take a look at what things retirement plan owners can be thankful about this Thanksgiving season.
3 Key Benefits of Asset Portfolio Diversification

3 Key Benefits of Asset Portfolio Diversification

Asset portfolio diversification is an option available to all types of investors, here are 3 key benefits you should know:
Veterans Day: Honoring Your Service, Preparing for Your Future

Veterans Day: Honoring Your Service, Preparing for Your Future

Veteran's Day is November 11th, 2016 and we're discussing the state of veteran retirement.
Relaxed Rules Make Investing In A Startup Easier Than Ever Before

Relaxed Rules Make Investing In A Startup Easier Than Ever Before

Bill Neville discusses investing in startups and why the JOBS Act is particularly important for people who want to invest in small business start-ups.
Tales From The Crypt: Self-Directed IRA Horror Stories

Tales From The Crypt: Self-Directed IRA Horror Stories

With Halloween 2016 just around the corner, so we're going to take this opportunity to discuss some self-directed IRA tales from the crypt.
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

We answered questions about how investors can use their IRA to buy their future retirement home. Read to learn more.
Why Real Estate Agents Need The AgentIRA Program

Why Real Estate Agents Need The AgentIRA Program

The AgentIRA Program helps real estate agents and brokers plan for a retirement solution. Read to learn about how it all works.
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

Employers with SIMPLE IRA plans need to know this November deadline for contributions.
5 Tips for Property Managers Working With Self-Directed IRAs

5 Tips for Property Managers Working With Self-Directed IRAs

Here are tips for property managers to increase their understanding of paperwork and arrangements to attract IRA holders in using their services.
You Asked, We Answered: Non-Recourse Loans and Your IRA

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

You asked questions about real estate and non-recourse loans, and we at Entrust answered them. Read to learn more about non-recourse loans.
Disqualified Persons: What IRA Investors Need to Know

Disqualified Persons: What IRA Investors Need to Know

Read to learn about people who are considered to be disqualified persons for the purpose of holding a self-directed IRA.
How Brokers Can Retain and Attract More Talent

How Brokers Can Retain and Attract More Talent

The Entrust Group discusses how real estate brokers and agents can attract more talent to close sales while saving for retirement.
This Labor Day, We're Thinking About Retirement Security

This Labor Day, We're Thinking About Retirement Security

This Labor Day 2016, we're discussing retirement savings, security, and why it's important.
What Does “Fiduciary

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

The following article will help you find out whether your financial adviser will provide you with a fiduciary standard of care.
Beginner's Guide: Purchasing a Rental Property with a Self-Directed IRA

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

We ask the age-old question, what is a self-directed IRA? Also, we discuss the Real Estat IRA purchasing process.
You Asked, We Answered: Top Real Estate IRA Investment Trends Revealed

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

Here's a Q&A about top real estate IRA investment trends revealed during our webinar.
Real Estate Financing Options: Non-Recourse Loans

Real Estate Financing Options: Non-Recourse Loans

Using a non-recourse loan to purchase real estate with your self-directed IRA can be a money-saving tequnique.
3 Ways to Buy Real Estate with a Small IRA

3 Ways to Buy Real Estate with a Small IRA

Jason Craig of The Entrust Group talks about buying real estate with a small IRA. Read to learn more about self-directed IRAs.
You Asked, We Answered: Real Estate IRAs III

You Asked, We Answered: Real Estate IRAs III

We answer all of your burning questions about Real Estate IRAs. From funding your self-directed IRA to property management.
5 Barriers Retirement Planning Professionals Need to Know

5 Barriers Retirement Planning Professionals Need to Know

Here are 5 barriers for retirement planning and a few more interesting numbers for retirement professionals and banking personnel.
With This One Move, Individual Investors Can Stay Ahead

With This One Move, Individual Investors Can Stay Ahead

With the new launch of the Entrust Learning Center, individual investors and real estate investors can use it as a resource to get ahead in their field.
What 20 Years in the Retirement Industry Has Taught Me

What 20 Years in the Retirement Industry Has Taught Me

John Paul Ruiz has been working in the retirement industry for 20 years, here's what he's learned during his time in the industry.
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

Have questions about your IRA LLC? Here's an exclusive Q&A for investors who need their questions answered.
Guide: Retirement Planning for Dad This Father’s Day

Guide: Retirement Planning for Dad This Father’s Day

This Father's Day, talk to Dad about planning for his future through retirement investments with a self-directed IRA.
7 Ways Retirement Demographics Have Changed in 80 Years

7 Ways Retirement Demographics Have Changed in 80 Years

Retirement demographics have come a long way since Social Security and Employee Retirement Income Security Act (ERISA) came into being. Read to learn how.
You Asked, We Answered: Investing in Real Estate with an IRA LLC

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

If you're curious about IRA LLCs and how they work with real estate ,this article answers all of your questions about this investment option.
What Coins Can I Hold in My Self-Directed IRA?

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

Self-directed IRAs can invest in alternative investments. These types of accounts are commonly known as Gold IRAs or Precious Metals IRAs. Read to learn more.
Timely Tips: Upcoming Deadline Dates for May

Timely Tips: Upcoming Deadline Dates for May

Here are the deadline dates for IRA holders for the month of May.
You Asked, We Answered: Partnering Your Real Estate IRA

You Asked, We Answered: Partnering Your Real Estate IRA

Have you explored the idea of partnering your IRA, especially to invest in real estate? Read our article to learn more about partnering your IRA.
3 Precious Metals You Can Buy with your Self-Directed IRA

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

Self-directed IRAs allow investors to use alternative investments, such as precious metals, to save for retirement.
7 Ways to Take Early IRA Withdrawals Without Penalty

7 Ways to Take Early IRA Withdrawals Without Penalty

https://www.theentrustgroup.com/learning-center
2 Ways to Invest in Promissory Notes with Your IRA

2 Ways to Invest in Promissory Notes with Your IRA

Promissory notes offer individuals with additional investing options, and another way to diversify.
11 Factors to Consider When Choosing Your IRA Company

11 Factors to Consider When Choosing Your IRA Company

Choosing your self-directed IRA provider can be a daunting task, here's what you need to know.
You Asked, We Answered: Tax-Time and your Self-Directed IRA

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

With tax-time just around the corner, investors are lining up to ask their IRA related questions. Learn more here:
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

Tax Return Day is nearing on April 18th, 2016. There's still time to count up your deductions. Read to learn how.
3 Benefical Tips About Investing in Hedge Funds With Your IRA

3 Benefical Tips About Investing in Hedge Funds With Your IRA

Here's what you need to know about investing in hedge funds with your self-directed IRA.
5 Tax-Smart Things You Can Do Before April 18

5 Tax-Smart Things You Can Do Before April 18

You still have time to make decisions that can improve your tax situation. The top 5 tax-smart things you need to do before tax deadline.
How to Avoid Unintended IRA Distributions for Real Estate Investments

How to Avoid Unintended IRA Distributions for Real Estate Investments

Not all retirement accounts are created equal, and trying to purchase self-directed assets with an account that doesn’t allow it will end with taxable consequences.
Best Place to Retire Abroad for Americans: Ireland

Best Place to Retire Abroad for Americans: Ireland

We're celebrating St. Patrick's Day on March 17, 2016 and we're talking about the top reasons to retire in Ireland.
4 Reasons You Might Postpone Collecting Social Security

4 Reasons You Might Postpone Collecting Social Security

If you plan on retiring in the near future, you can choose when you begin collecting Social Security. There are several reasons you might want to push back the date when you start collecting these benefits.
5 Surprising Facts About Women and Retirement Security

5 Surprising Facts About Women and Retirement Security

With International Women's Day on March 8th, we're discussing surprising facts about women and their retirement security.
New Opportunities in Real Estate Investments Via Crowdfunding and Self-Directed IRAs

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

Do you understand crowdfunding or self-directed IRA real estate investing? Learn more in this guest article from Jilliene Helman, Founder of Realty Mogul.
Timely Tips: Upcoming Deadline Dates for Tax Time

Timely Tips: Upcoming Deadline Dates for Tax Time

Here we list the upcoming retirement plan deadlines for the 2016 tax season.
Entrust Employee Spotlight: Sean

Entrust Employee Spotlight: Sean

Sean currently works at The Entrust Group in the marketing department. He's originally from Ireland and likes to play golf. Read to learn more.
4 Tips for Holding Real Estate Offshore With Your Self-Directed IRA

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

One of the most popular investments held by self-directed IRAs is real estate. Many investors are unaware that it is permitted to hold offshore real estate in a self-directed IRA.
5 Common Mistakes to Avoid When You Retire

5 Common Mistakes to Avoid When You Retire

Are you approaching your last days of work and ready to retire? This article discusses how to avoid common mistakes when you retire.
How to Pick a Precious Metals Dealer for Your IRA

How to Pick a Precious Metals Dealer for Your IRA

Gold IRAs, or self-directed IRAs that invest in precious metals, may require you to choose a dealer to make a purchase.  Looking for the best precious metals dealer can seem like a daunting task, but following a few simple steps can simplify this entire process.
10 Presidents Day Quotes for the Savvy Investor

10 Presidents Day Quotes for the Savvy Investor

Presidents Day is on February 17. Here are some inspirational finance quotes from some of the greatest presidents of all time.
3 Ways the Year of the Monkey Can Help Investors

3 Ways the Year of the Monkey Can Help Investors

It's the Year of the Monkey and we're talking about what that means for the investor in 2016!
The Valentine’s Day Gift That Lasts a Lifetime: The Spousal IRA

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

This Valentine’s Day prepare for a long, comfortable retirement with your spouse. Learn how opening a Spousal IRA can increase contributions and your retirement plan balances.
Put Your Investments Where Your Heart Is With Self-Directed IRAs

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

Turn your hobbies and passions into a comfortable retirement! Invest in real estate, gold and precious metals, and many other interests to make your lifelong dreams come true.
Chart: IRA Contribution Limits for 2016

Chart: IRA Contribution Limits for 2016

Maximize your tax benefits by contributing to your self-directed IRA before the tax deadline. Here's a contributions chart for the year 2015-2016.
5 Tough-to-Predict Retirement Expenses

5 Tough-to-Predict Retirement Expenses

Having a plan to save enough money to retire is always a good idea. Without proper forecast, though, you may encounter unforeseen expenses when the time comes for you to stop working.
10 Martin Luther King Jr. Quotes That Will Surely Inspire

10 Martin Luther King Jr. Quotes That Will Surely Inspire

Here are 10 Martin Luther King Jr. quotes that will surely inspire anyone who is looking for a lift.
Retirement Checklist: 3 Ways to Plan and Save for Your Dream Retirement

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

Retirement planning is all about pursuing lifelong passions and turning dreams into reality. Here's a checklist to help you plan and execute your retirement strategies.
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]

Not sure about what to do with your old IRA? Here's how to transfer your old IRA to a self directed IRA in 5 simple steps.
How to Rollover Your Old 401(k) in 4 Simple Steps [Video]

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

Are you old 401(k) funds sitting around collecting dust? Here are 4 simple steps to rollover your funds into an IRA.
First-Class Service and Results Satisfy an Entrust Account Holder

First-Class Service and Results Satisfy an Entrust Account Holder

How Entrust has administered 25 years of first class service and lasting results to their first ever accountholder.
Here's A New Approach to Saving for your Retirement in 2016

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

Looking for a new retirement saving strategy for the new year? Here are 3 advantages to transferring funds to Entrust before April 2016.
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.
4 Spending Lessons to Follow This Holiday Season

4 Spending Lessons to Follow This Holiday Season

The holiday season brings much joy, however, it can also do a number on your wallet. Read on to learn about the top 4 lessons when spending during the holidays 2015.
Traditional IRA vs. Roth IRA: What's the Best for You?

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

A Roth IRA or a traditional IRA are two different plans with two different outcomes. Read on to see which fits you best.
Self-directed IRAs:  Don’t Fall in Love on the Rebound!

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

Finding a stable "partner" for a self-directed IRA can be challenging. Here's how to tell you might acting on the rebound.
Small Business Owners: Deadline is Approaching for Individual 401(k) Establishment Plans

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

Small business owners should know the deadline for individual 401(k) establishment plans is December 31st.
Reap the Benefits of Self-Directed Roth IRAs

Reap the Benefits of Self-Directed Roth IRAs

If you are a self-directed IRA holder and you're looking to switch over to a Roth IRA, you can reap many benefits! We discuss them here.
How to Select a Tax Professional in 4 Easy Steps

How to Select a Tax Professional in 4 Easy Steps

If you are looking for a financial professional to help you prepare your taxes, there are several questions you should ask to perform your due diligence.
How to Report a Fair Market Valuation for Your Self-Directed IRA

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

The deadline for the fair market valuation form for seld-directed IRA holders is due January 31st.
5 Unique Real Estate IRA Investments

5 Unique Real Estate IRA Investments

Looking for unique ideas to invest your funds? Here's a list to help you out.
Getting Smart with Self-Directed IRA Distributions

Getting Smart with Self-Directed IRA Distributions

The required minimum distributions limits deadline is December 31, 2015. Read more to learn how you can take advantage of this.
3 Things Keeping You from Saving for Retirement

3 Things Keeping You from Saving for Retirement

Why you’re not saving for retirement is an important step for planning for your future.
Don't Miss These Retirement Plan Deadlines in December

Don't Miss These Retirement Plan Deadlines in December

December has is an important deadline date for all self-directed IRA owners.
Top 3 Reasons Why Americans Retire Abroad

Top 3 Reasons Why Americans Retire Abroad

Here are the top reasons why people decide to retire abroad. These benefits include reducing your cost of living, while still being able to receive your pension. Continue reading more from The Entrust Group.
You Asked, We Answered: Real Estate IRAs - Part II

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

We received an overflow of questions about Real Estate IRAs from Entrust's real estate webinar. We’ve taken the time to answer some of your questions to help you increase your chances of success in real estate investments in part two of this Q&A series.
6 Pre-Retirement Tips for Your 40s

6 Pre-Retirement Tips for Your 40s

We continue celebrating Save for Retirement Week and our series discussing pre-retirement strategies and techniques. All articles address the financial and budgeting decisions that each generation can make to stay on target in their retirement savings preparations. Here, we discuss the need for a Health Savings Account, along with the benefit of calculating both your net worth and what you could potentially earn with Social Security earnings.
8 Pre-Retirement Tips for Your 30s

8 Pre-Retirement Tips for Your 30s

This article continues the series discussing pre-retirement strategies and techniques. All articles will address the financial and budgeting decisions that each generation can make to keep on target in their retirement savings preparations. "Pre-Retirement: Your 30s" discusses the need for budgeting strategies, savings incentives, student loan debt and the benefit of a having a self-directed IRA.
6 Pre-Retirement Tips for Your 20s

6 Pre-Retirement Tips for Your 20s

This article is the first in a series discussing pre-retirement strategies and techniques. All articles will address the financial and budgeting decisions that each generation can make to keep on target in their retirement savings preparations. "Pre-Retirement: Your 20s" discusses the need for budgeting strategies, the impact that savings in your early career can make on your future financial stability, and the importance of financial literacy.
Partners in a Real Estate IRA

Partners in a Real Estate IRA

Michelle and Charles are interested in partnering to invest in real estate with a self-directed IRA. Follow along their journey from purchase to sale.
Q&A: Understanding Form 5498 and Your Self-Directed IRA

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

A self-directed IRA offers many opportunities for portfolio diversification through alternative investments. Because of their tax-deferred status, these retirement accounts require certain documentation to remain compliant with the IRS.
Americans’ Lack of Retirement Planning Will Frighten You

Americans’ Lack of Retirement Planning Will Frighten You

Ghosts, ghouls, and goblins are nothing compared to the scary specter of not having enough money saved for a comfortable retirement. But that is just the frightful situation too many Americans will find themselves in unless they start saving for retirement now.
3 Benefits of a Self-Directed IRA LLC

3 Benefits of a Self-Directed IRA LLC

Setting up a self-directed IRA with checkbook control can offer many benefits to investors who are interested in alternative investments.
What is Checkbook Control? Self-Directed IRA LLCs Explained

What is Checkbook Control? Self-Directed IRA LLCs Explained

What is a self-directed IRA LLC and how can you take advantage of checkbook control?
7 Types of Real Estate Allowed in a Self-Directed IRA

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

Self-directed IRAs are the only retirement accounts that allow investors to pursue alternative investments. Among those alternatives, the most popular is real estate. Here we'll discuss 7 types of real estate in which you can invest.
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

Self-directed IRAs are the only retirement accounts that allow for true diversification through alternative investments, with real estate as the most popular. This step-by-step guide will teach you how to begin investing in real estate with a self-directed IRA.
5 Reasons to Use a Self-Directed IRA to Invest in Real Estate

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

Self-directed IRAs are the only retirement arrangements that allow individual investors the freedom to pursue alternative investments, such as real estate, which offers many benefits to those who are looking for creative ways to save for the future.
Top 3 Reasons to Perform Due Diligence on Self-Directed IRA Investments

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

Holding alternative investments, such as real estate, in a self-directed IRA can help build retirement funds. However, because these accounts allow for more investment freedom, they are also associated with increased risk and therefore require proper due diligence practices.
Tax Lien Investments in your Self-Directed IRA

Tax Lien Investments in your Self-Directed IRA

Investing in tax liens with a self-directed IRA can help diversify your portfolio. So what are tax liens and how can a you benefit from them?
Using Self-Directed IRAs to Invest in Apartment Buildings

Using Self-Directed IRAs to Invest in Apartment Buildings

The market for investing in real estate, specifically apartment buildings, is continuing to get stronger. There are many benefits and ways for you to begin investing with a Real Estate IRA.
Offshore Real Estate Investments Scams

Offshore Real Estate Investments Scams

There’s an investment scam born every minute, and unfortunately, a fool to go with it. The public, as well as professionals, are constantly subjected to information that is intended to convince us to buy real estate and debt instruments (such as mortgage loans) offshore.
5 Steps to Take Before Retiring Overseas

5 Steps to Take Before Retiring Overseas

Be aware that proper due diligence practices could help you decide where to retire overseas. Don't be rash about your decision, no matter how great the opportunity sounds.
Self-Directed IRAs Allow Notes as Investment Options

Self-Directed IRAs Allow Notes as Investment Options

One of the investing options that is available to individuals with self-directed IRAs is notes, including mortgage notes, trust deeds and various other interest-bearing securities.
Purchasing Your Real Estate Investment With Cash

Purchasing Your Real Estate Investment With Cash

If you're like Joel and you want to invest in real estate by purchasing the investment with cash, this case study will take you through every step of the process.
How to Find a Realtor Who Understands Self-Directed IRA Investors

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

Real estate is the most popular alternative investment among self-directed IRA investors. Learn how to find a realtor who understands this unique retirement investment opportunity.
Top 3 Real Estate Mistakes IRA Investors Make

Top 3 Real Estate Mistakes IRA Investors Make

When approaching a real estate investment, many investors make tiny mistakes resulting in big consequences. This article addresses the top 3 mistakes that many IRA investors make and then find tedious to undo.
Californians Set the Trend for Investing in Real Estate for Retirement

Californians Set the Trend for Investing in Real Estate for Retirement

California investors are investing in a wide variety of real estate assets with a Real Estate IRA, from single- and multi-family homes to vacant land on which to develop later. We've put together a report about our California real estate investors for you to better understand real estate investing trends.
7 Self-Directed IRA Real Estate Investment Rules

7 Self-Directed IRA Real Estate Investment Rules

When investing in real estate with a self-directed IRA, make sure you are aware of the rules to save yourself from expensive penalties.
Tips and Insights on Non-Recourse Loans

Tips and Insights on Non-Recourse Loans

You’ve worked hard to save for retirement with a real estate investment. Non-recourse leveraging will help protect for IRA from losses.
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

While it’s true that a non-recourse loan is an option for real estate investment, there are other options available that would not result in your IRA being subjected to UDFI tax.
Hiring a Property Manager for Your Self-Directed IRA Real Estate Investment

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

If you’re considering investing your retirement funds into a rental property, this information should help you in the search for your property manager for your real estate investment.
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. Is it time for you to invest in real estate?
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

Are you a small business owner with no succession or exit plan? Guest author David Carmell discusses the importance of establishing an exit strategy for your business and gain some helpful insights on why you should consider planning it now.
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 depository or vault for safe keeping. Taking physical possession of metals held by your IRA is not allowed by the IRS until you take a distribution.
[Infographic] Understanding Gold Investments in a Self-Directed IRA

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

Gold, one of the alternative investments allowed in a self-directed IRA, has been a hot topic in the news lately. After 12 years of steady precious metals growth, which brought around 600% returns, gold dropped in price again in 2013. Investors are using this opportunity to stock up while the price is low, and they are asking, "How many different ways can I invest with a Gold IRA?"
[Infographic] Selling Your Real Estate IRA Property

[Infographic] Selling Your Real Estate IRA Property

Selling property owned by your self-directed IRA is a lot like a normal property transaction, with a few additional steps. We give you the rundown with this handy infographic
[Infographic] The Real Estate IRA Transaction Process

[Infographic] The Real Estate IRA Transaction Process

Real estate is the most popular investment in self-directed IRAs. While many people rely on retirement accounts that only allow for traditional investments, Real Estate IRA investors are diversifying through the innovative use of alternative investments.
[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

This infographic will tell you some important facts you need to know about real estate investing with a self-directed IRA.
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

Educating yourself about the potential benefits of Real Estate IRAs will set you apart from the competition. Sharing that education with your existing clients opens new opportunities for you to grow your business. It’s a win-win.
Establish and Contribute to SEP or SIMPLE IRAs in September

Establish and Contribute to SEP or SIMPLE IRAs in September

If you’re a small business owner, don’t forget to establish a retirement plan or contribute to your current SEP or SIMPLE IRA.
[Infographic] Crowdfunding with a Self-Directed IRA

[Infographic] Crowdfunding with a Self-Directed IRA

Self-directed IRA investors have always had access to alternative investments, but now they can invest online, too, including crowdfunding sites.
5 Easy Ways to Learn to Invest with a Self-Directed IRA

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

Whether you’re a novice or advanced investor or a professional offering self-directed IRA services, we have a wealth of useful educational resources for successful retirement investing.
Attract and Retain Employees with a Small Business Retirement Plan

Attract and Retain Employees with a Small Business Retirement Plan

You could buy a coffee machine and offer free meals, but a retirement savings plan will be what your employees love about working for you.
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

Great job! You’ve begun the process to saving for retirement. Now it’s important to make sure you comply with SIMPLE and SEP rules.
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 purchase alternative investments, such as real estate properties. Avoid these partnering mistakes to remain compliant and successful.
Have You Considered a Self-Directed IRA?

Have You Considered a Self-Directed IRA?

Guest writer Jason Dukes, a Life Coach and innovator in personal transformation, discusses ways to overcome the reasons that keep people from investing with self-directed IRAs.
[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 assets. This infographic covers ways to partner in order to invest in real estate.
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. Learn 5 ways to take advantage of this retirement saving strategy.
[Infographics] SEP, SIMPLE, and Individual 401(k): Employer-Sponsored Retirement Plans

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

Imagine yourself investing with a SEP, SIMPLE IRA or Individual 401k with these visual representations of the different types of small business owners.
You Asked, We Answered: Individual 401(k) for Small Business Owners

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

Have any questions about Individual 401(k) retirement plans for self-employed business owners? You’re not alone. We’ll answer questions from real webinar attendants here.
[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 the lead role in directing their futures are exploring the many tax advantages and investment options available through self-directed IRAs.
If You’re Self-Employed It Pays to Understand 401(k) Rules

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

Are you eligible for an Individual 401(k) retirement plan? If you’re self-employed, then you’re on the right path. Here we’ll outline more requirements for this plan.
One-Size Does Not Fit All in Retirement Savings

One-Size Does Not Fit All in Retirement Savings

Families come in all shapes and sizes, so it’s understandable that no one type of retirement plan suits them all. Explore alternative investments for every style of family.
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?

The time is nearing to establish and contribute to a small business retirement plan; SEP, SIMPLE, or Individual 401(k). Don’t miss it.
Common Questions About SEP and SIMPLE IRAs for Small Business Owners

Common Questions About SEP and SIMPLE IRAs for Small Business Owners

Do you have any questions about SEP and SIMPLE plans for small business owners? You’re not alone. We address frequently asked questions here.
States Encourage Small Business Owners with Retirement Savings Programs

States Encourage Small Business Owners with Retirement Savings Programs

Small business owners are being offered assistance to sign up for retirement savings programs by state and federal departments. See if your state is on the list.
Moving from Successful Small Business Owner to Satisfied Retiree

Moving from Successful Small Business Owner to Satisfied Retiree

Whether you want to rock climb, spend time with family, or volunteer with animals, small business owners have an array of options for an ideal retirement with the help of a self-directed IRA.
You Asked, We Answered: LLCs in Self-Directed IRAs

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

Have any questions about investing in LLCs with self-directed IRAs? You’re not alone. We’ve taken the time to answer some of your questions, from basic explanations to advanced predicaments.
A Balanced Breakfast of Retirement Investments

A Balanced Breakfast of Retirement Investments

You wouldn’t fill your breakfast plate with just bacon (even though we all want to). Why would you only have stocks and bonds for retirement investments?
5 Ways Small Business Owners Prepare for Retirement

5 Ways Small Business Owners Prepare for Retirement

No matter who you are, if you own a small business, retirement planning is a must. There’s much at stake and no time to lose. Find out your options.
Frequently Asked Questions About IRA Rollovers

Frequently Asked Questions About IRA Rollovers

Are you considering a rollover to your IRA from your employer-sponsored plan? We’ve answered the questions we hear most often.
No More Excuses: Small Business Solutions to Retirement Saving

No More Excuses: Small Business Solutions to Retirement Saving

Retirement plans for small businesses are worth your precious time. There’s no good excuse to avoid planning for retirement now.
Right to Marry Ruling: How it Affects Beneficiary Rights

Right to Marry Ruling: How it Affects Beneficiary Rights

The ban on same-sex marriage has been lifted in across the United States. This is how it will affect beneficiary designations of retirement plans.
Retirement Plans for Your Small Business Your Employees Will Appreciate

Retirement Plans for Your Small Business Your Employees Will Appreciate

A common concern for small business owners is encouraging employee loyalty. Have you thought about offering a retirement plan?
5 Reasons Why We Love Self-Directed IRAs (And You Should, Too!)

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

We talked to our employees to find out what they love about the benefits self-directed IRAs provide. Here is what they said.
IRS View on Self-Certification of 401(k) Hardship Distributions

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

If you self-certify a hardship distribution online from your 401(k), be aware that it may not be sufficient proof to the IRS of an appropriate reason.
The Retirement Every Small Business Owner Deserves

The Retirement Every Small Business Owner Deserves

Small business owners are often so busy that they forget to start planning for retirement. Find out which retirement plan would work best for your business.
You Asked, We Answered: Real Estate IRAs

You Asked, We Answered: Real Estate IRAs

Have any questions about Real Estate IRAs? You’re not alone. We’ve taken the time to answer some of your questions, from basic explanations to advanced predicaments.
Liar, Liar: The Biggest Fib We’ve Heard About Self-Directed IRAs

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

Beware of IRA administrators who claim to offer these services. Here’s what they’re allowed to provide to help you self-direct your investments.
Why Do Americans Save More for Vacation Than for Retirement?

Why Do Americans Save More for Vacation Than for Retirement?

We all love vacations, but many people allow this to eat into their retirement savings. We know why. What about how to both enjoy life now and later?
5 Habits of Great Personal Service for Real Estate IRA Investors

5 Habits of Great Personal Service for Real Estate IRA Investors

Have questions about self-directed IRAs? We’re listening. We strive to provide you with excellent service so you can make the best informed decisions.
Understanding Fees in Retirement Plans

Understanding Fees in Retirement Plans

Often companies who offer mutual funds charge fees or expect shareholders to pay a portion of fund expenses. Here are some due diligence concerns.
Real Estate Lending and Construction Investments; Why is This Right for Me?

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

We have found that Real Estate and Construction Lending remains to be a major factor in today’s economic upswing. Read more about the benefits.
Hard To Value Non-Traditional Assets

Hard To Value Non-Traditional Assets

Do you know the 3 different values of your non-traditional assets? Understanding these could help you avoid paying exaggerated or unnecessary taxes.
Take the Wheel to Self-Direct Your Retirement Savings (We Can Help)

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

There’s no reason to be afraid to take the wheel and start planning for retirement now. Find out how we can help you self-direct your investments.
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

You deserve a rewarding retirement. Learn how you can easily invest with a self-directed IRA so you can have your cake and eat it too.
3 Red Flags - What an IRA Administrator Does Not Do

3 Red Flags - What an IRA Administrator Does Not Do

IRA administrators help investors manage their investments, but don't provide retirement advice. Has your administrator waved any of these red flags?
Dodge These 4 Real Estate Investing Blunders

Dodge These 4 Real Estate Investing Blunders

Are you ready to get started in real estate investing? Find out how you can prepare to invest with a self-direct IRA here.
Spring Into Saving With A Self-Directed IRA

Spring Into Saving With A Self-Directed IRA

Build your nest egg one twig at a time. Spring is a perfect time to be the early bird saving for retirement with a self-directed IRA.
5 Tactics to Avoid Being Fooled By Investment Scams

5 Tactics to Avoid Being Fooled By Investment Scams

Don’t be fooled by investment opportunities that have vague details or seem too good to be true. Here’s how to avoid fraudsters.
4 Convincing Reasons Why People Invest in Gold

4 Convincing Reasons Why People Invest in Gold

There’s a reason (or four) why people continue to trust and invest in gold, one of the oldest forms of monetary value. Find out why!
Protect Your Future with Green Investments

Protect Your Future with Green Investments

Go green in your IRA with green investments to help protect your financial future and Earth’s ecosystem.
Offering Real Estate Investments Can Help Grow Your Business

Offering Real Estate Investments Can Help Grow Your Business

For a chance to grow your real estate business, understand Real Estate IRAs to take advantage of the $7 trillion market Americans have invested.
Self-Directed IRAs: A Stable Choice in an Uncertain Market

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

Protect your retirement savings against economic volatility by diversifying your investments. A self-directed IRA allows you even more options.
3 Ways Self-Directed IRAs Empower You

3 Ways Self-Directed IRAs Empower You

Empower your present by taking control of your future. Here’s how investing your retirement savings in self-directed IRAs can help you.
6 Essential Self-Directed IRA Rules

6 Essential Self-Directed IRA Rules

Self-directed IRAs give investors the most freedom, but make sure to adhere to IRS regulations to avoid penalties and maximize retirement savings.
What is a Self-Directed Individual Retirement Account?

What is a Self-Directed Individual Retirement Account?

Discover how investing with a self-directed IRA gives you the power to control your retirement savings.
Traditional IRA or Roth IRA: Which is the Best for You?

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

Consider these factors and advantages before choosing which plan suits your individual retirement account needs.
Rising Rents: An Opportunity for Self-Directed IRA Owners

Rising Rents: An Opportunity for Self-Directed IRA Owners

The investment opportunity for real estate grows as demand for more rentals increases. It's time to take advantage with a self-directed IRA.
Apply These 4 Strategies to Start Saving for Retirement Now

Apply These 4 Strategies to Start Saving for Retirement Now

A highlight of the four public policy strategies presented by Michal Grinstein-Weiss to the United States Senate to assist Americans’ in saving for retirement.
The Power of Private Placement Investing in Your Self-Directed IRA

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

Diversify your retirement portfolio with a self-directed IRA by investing in privately held entities, called private placements.
[Infographic] What Is A Self-Directed IRA?

[Infographic] What Is A Self-Directed IRA?

There are numerous alternative investment opportunities out there, available to you with a self-directed IRA. But what is a self-directed IRA?
7 Things You Need to Know About Self-Directed IRAs and Taxes

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

Do you know how self-directed IRAs affect your taxes? Here are the benefits, as well as some things you should be aware of before tax deadline.
There’s Still Time to Contribute to Your IRA Before April 15

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

Did you know you can still contribute to your IRA for the 2014 tax deadline? Don’t leave it until it’s too late!
Maximize Your Retirement Savings With Your Own Expertise

Maximize Your Retirement Savings With Your Own Expertise

Have you considered diversifying your retirement savings? With a self-directed IRA, use your expertise to choose from alternative investments.
3 Ways to Grow Your Retirement Savings with a Self-Directed IRA

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

Increase your retirement savings with a few easytricks, like opening a self-directed IRA. Diversification is key, so expand your investment options.