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Self-Directed IRA Blog, Education, and News

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

How to Raise More Capital for Your Offerings, Faster

How to Raise More Capital for Your Offerings, Faster

Estimated reading time: 1.5 minutes The landscape of investment sponsorship has changed a lot since the advent of the ...
The IRS Announce IRA Contribution Limits for 2020

The IRS Announce IRA Contribution Limits for 2020

Estimated reading time: 1.5 minutes The IRS recently released the IRA contribution limits and income thresholds for ...
What IRA Holders Need to Be Aware of at Year End

What IRA Holders Need to Be Aware of at Year End

Estimated reading time: 1.5 minutes As the end of the year approaches there are a number of upcoming deadlines IRA ...
Here’s What Spooks People About Investing in Retirement

Here’s What Spooks People About Investing in Retirement

Estimated reading time: 2 minutes
Creating a More Secure Retirement

Creating a More Secure Retirement

Estimated reading time: 1.5 minutes Start With a Plan Step one of creating a secure retirement is planning. Figure ...
Why You Need to Invest in Your Retirement

Why You Need to Invest in Your Retirement

Estimated reading time: 1.5 minutes Picture your retirement based on your current savings and investments; what do you ...
Your Distribution is Taxable in the Year It’s Distributed

Your Distribution is Taxable in the Year It’s Distributed

Estimated reading time: 2 minutes Clients ask us regularly, “What tax year should I report my retirement plan ...
Using a Self-Directed IRA to Invest in an LLC

Using a Self-Directed IRA to Invest in an LLC

Estimated reading time: 6 minutes There are many ways to invest with your Self-Directed IRA, one of which is to invest ...
Here’s What You Can Do With Your Account Earnings

Here’s What You Can Do With Your Account Earnings

Estimated reading time: 2 minutes Chances are that before you’d even opened your Self-Directed IRA account, you’d ...
5 Partnering Strategies To Help Your IRA Funds Go Farther

5 Partnering Strategies To Help Your IRA Funds Go Farther

Reading time: 4 minutes Self-Directed IRAs empower you to invest in the assets you find attractive. Real estate is one ...
How to Invest in Gold With an IRA

How to Invest in Gold With an IRA

Estimated reading time: 4.5 minutes The recent stock market slump has left many down in the dumps over their investment ...
Offshore Real Estate Investors: Here's Your Due Diligence in 6 Steps

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

Estimated reading time: 3 minutes Scams run amok in the investment world. Everyone with an email account has received ...
You Can Use Your Retirement Account to Invest in Cryptocurrency

You Can Use Your Retirement Account to Invest in Cryptocurrency

Estimated reading time: 2 minutes   Cryptocurrency is just one of many alternative assets you can hold in your ...
Bummed About the Stock Market? Here’s How to Diversify Your Portfolio

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

Estimated reading time: 1.5 minutes   The stock market took a dive last week—with the DOW dropping by more than 750 ...
Self-Direction and Real Estate Notes: Part 2

Self-Direction and Real Estate Notes: Part 2

Estimated reading time: 1.5 minutes In Part 1 of Self-Direction and Real Estate Notes we discussed how to invest in ...
10 Reasons We Love Roth IRAs (And You Should Too)

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

Estimated reading time: 3.5 minutes   Most people know what a Traditional IRA is, yet many who are familiar with the ...
How Much Money Do You Need to Retire? Consider These 4 Factors

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

Estimated reading time: 3 minutes   Most Americans don’t have adequate retirement savings to live out their retired ...
What You Need to Know About Investing in Precious Metals

What You Need to Know About Investing in Precious Metals

Estimated reading time: 9 minutes   So, why invest in precious metals? You have lots of other options for your ...
How to Purchase That Asset You Can't Quite Afford

How to Purchase That Asset You Can't Quite Afford

Estimated reading time: 2 minutes Serious retirement savers know the value of having a budget and sticking to it. After ...
Recent Court Case Underscores the Importance of Not Engaging in Prohibited Transactions

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

Estimated reading time: 2 minutes A recent court case ruled that an individual’s IRA was not exempt from creditors ...
SDIRA 101: Your Self-Directed IRA Basics

SDIRA 101: Your Self-Directed IRA Basics

Estimated reading time: 4.5 minutes If you’re new to the world of retirement planning, you may or may not be familiar ...
Self-Direction and Real Estate Notes: Part 1

Self-Direction and Real Estate Notes: Part 1

Reading time: 3 minutes Self-Directed retirement investors favor real estate over any other asset class.
The Diversification Advantage You're Looking For Is Right Here

The Diversification Advantage You're Looking For Is Right Here

Estimated reading time: 3 minutes Owning five pairs of running shoes in five different colors seems like a diversified ...
What You Need to Know About Accredited Investors

What You Need to Know About Accredited Investors

Estimated reading time: 3 minutes Not too long ago being an accredited investor was like being part of a secret club. ...
IRA Transfers vs. Rollovers: What's the Difference? (2019)

IRA Transfers vs. Rollovers: What's the Difference? (2019)

If you are one of the many individuals who wants alternative investment choices for your retirement plan, assets like ...
How to Choose Your SDIRA Provider FAQ Guide

How to Choose Your SDIRA Provider FAQ Guide

Reading time: 7 minutes When is a custodian not a custodian? If you’re new to the Self-Directed IRA space, you may have ...
5 Steps to Kickstart Your 2019 Tax Strategy

5 Steps to Kickstart Your 2019 Tax Strategy

Reading time: 3 minutes 45 seconds Whether you are among those who made it over the April 15 finish line to file your ...
Preparing for the Effect Divorce Can Have on Your Retirement Savings

Preparing for the Effect Divorce Can Have on Your Retirement Savings

Reading time: 7 minutes Family and relationship issues, increased financial obligations, moving to a new home, and ...
Limited Liability Companies as a Self-Directed IRA Strategy

Limited Liability Companies as a Self-Directed IRA Strategy

Reading time: 7 minutes  What is an LLC? LLC is an acronym for limited liability company. It's a legal structure that ...
How to Save For Retirement Even After Retirement Age

How to Save For Retirement Even After Retirement Age

Reading time: 3 minutes 30 seconds “Are you working hard or hardly working?” is a question plaguing more and more ...
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

Reading time: 4 minutes When you invest in real estate using an IRA, you benefit in many ways: the revenue stream from ...
Legacy Planning Guide for IRA Holders and Their Beneficiaries

Legacy Planning Guide for IRA Holders and Their Beneficiaries

Reading time: 10 minutes Ten thousand baby boomers turn age 65 every day. While not all of them will retire in the ...
When a Roth IRA Meets Real Estate Investing

When a Roth IRA Meets Real Estate Investing

Reading time: 5 minutes Real estate is the most popular alternative asset The Entrust Group clients own in their ...
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?

Reading time: 3 minutes 45 seconds Just last month, Airbnb celebrated half-a-billion guest arrivals at its more than 5 ...
Everything You Need to Know About UBIT and UDFI

Everything You Need to Know About UBIT and UDFI

Reading time: 6 minutes Of all the alphabet soup acronyms that self-directed retirement savers have to contend with, ...
5 Tax Forms Every IRA Holder Should Know

5 Tax Forms Every IRA Holder Should Know

Reading time: 8 minutes Around tax time, many tax payers have questions relating to the tax forms associated with their ...
Why Health Savings Should be Part of Your Retirement Plan

Why Health Savings Should be Part of Your Retirement Plan

Reading time: 3 minutes Early to bed and early to rise, the saying goes, makes you healthy, wealthy, and wise. ...
Demystifying Self-Directed IRAs

Demystifying Self-Directed IRAs

Reading time: 4 minutes “What’s this new kind of IRA I keep hearing about—the Self-Directed IRA?” is a question we hear ...
401(k) or IRA? Why Smart Investors Use Both

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

Reading time: 12 minutes Which retirement vehicle should you use to save for a secure retirement, an employer’s 401(k) ...
How to Directly Rollover a 401(k) to a Self-Directed IRA (2019)

How to Directly Rollover a 401(k) to a Self-Directed IRA (2019)

Did you leave a 401(k) with an old employer? Do you have a non-performing 401(k) that is sitting around gathering dust? ...
3 Tools To Help You Prepare For Your Dream Retirement

3 Tools To Help You Prepare For Your Dream Retirement

Estimated reading time: 5 minutes Creating a savings strategy for the different stages of life can be quite ...
Understanding IRA Tax Benefits

Understanding IRA Tax Benefits

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

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

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

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

Estimated reading time: 5 minutes The tax return due date of April 15th 2019 is around the corner and many are ...
[Infographic] Self-Directed IRA FAQ - Who is a Disqualified Person?

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

Self-directed IRAs are governed by complex regulations allowing you to use alternative investments to save for ...
You Asked, We Answered: Top 10 Self-Directed IRA Questions from 2018

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

Estimated reading time: 4 minutes During the last webinar of 2018, we discussed the top 10 Self-Directed IRA most ...
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

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

Looking Ahead to 2019: What It Means for Your Retirement

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

Why Smart Investors Use The Entrust Group For Their Alternative Investments

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

IRA Contribution Limits for 2019 [Chart]

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

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

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

8 Popular Questions About Required Minimum Distributions

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

How to Give Back This Holiday Season with Qualified Charitable Distributions

Estimated reading time: 4 minutes If you are at least 70 ½ years old, you can use your existing IRA distribution to ...
You Asked, We Answered: Ways to Protect Your Self-Directed IRA From Fraud

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

Estimated reading time: 3 minutes During October's national webinar, we discussed how Self-Directed IRA investors can ...
Guide: Reporting Your Fair Market Valuation

Guide: Reporting Your Fair Market Valuation

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

Top 3 Questions IRA Holders Have About Property Taxes

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

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

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

How Retirement Might Look Without a Savings Plan

Estimated reading time: 3 minutes We're doing our part to raise awareness about the importance of retirement planning. ...
Test Your Knowledge: A Pop Quiz for Self-Directed Investors

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

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

Where Are You On Your Journey to Retirement?

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

3 Gold Alternatives and Why Investors are Taking Notice

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

4 Frequently Asked Questions about Self-Directed IRA Distributions

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

Choosing a Depository for Your Precious Metals Investment

Estimated reading time: 3 minutes The IRS requires all physical metals invested with a Precious Metals IRA to be ...
You Asked, We Answered: How to Use Your Retirement Funds to Invest in Offshore Real Estate

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

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

Selecting the IRA Plan That Works Best For You

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

Which International Central Banks Own the Most Gold and Why?

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

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

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

Avoiding Offshore Investment Scams with Due Diligence

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

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

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

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

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

Understanding Stocks as a Retirement Investment Vehicle

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

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

Estimated reading time: 5 minutes In July's national webinar, we opened the lines for anyone looking to get educated ...
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)

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

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

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

Entrust Employee Profile: Joshua

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

Cryptocurrency vs. Precious Metals: Which One Wins?

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

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

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

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

Estimated reading time: 2 minutes It is a truism that the price of gold and the stock market often work in opposition: ...
Diversifying Your Investment Portfolio? How to Invest Your Retirement Funds in Private Placements

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

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

Entrust Employee Profile: Kim

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

New Study: Entrust Reveals 2018 Real Estate IRA Trends

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

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

Estimated reading time: 2 minutes There are probably as many investment theories as there are investors. Apart from the ...
You Asked, We Answered: Yield Alternatives for IRA Investors - Real Estate Investment Trusts (REITs)

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

Estimated reading time: 3 minutes In May's national webinar we discussed Real Estate Investment Trusts (REITs).  ...
You Asked, We Answered: 3 Real Estate Investment Strategies Self-Directed IRA Investors Could Benefit From

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

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

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

Estimated reading time: 4 minutes Most IRA providers only allow you to invest in approved stocks, bonds, mutual funds ...
How to Leave a Legacy With Your Retirement Plan

How to Leave a Legacy With Your Retirement Plan

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

3 Qualified Transactions Every Self-Directed IRA Investor Can Use

Estimated reading time: 3 minutes Many who are or are thinking about entering into the Self-Directed IRA world are ...
Entrust Employee Profile: Emily

Entrust Employee Profile: Emily

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

4 Ways to Maximize Your Retirement Plan After Age 70

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

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

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

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

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

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

Estimated reading time: 2 minutes Self-Directed IRAs can provide you with significant tax advantages as well as allow ...
You Asked, We Answered: Transfers vs. Rollovers - Which One is Right for You?

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

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

Entrust Employee Spotlight: Mindy

Estimated reading time: 4 minutes Meet Mindy, she is a Business Development Manager at The Entrust Group who has been ...
The 4 Stages of Saving for Retirement and How to Prepare for Them 

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

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

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

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

What Does it Mean to Invest in Mortgage Notes?

Estimated reading time: 5 minutes Most people think of a mortgage as a vehicle for buying a home, not an investment. ...
You Asked, We Answered: Taxes on Your Retirement Plans with Expert John Paul Ruiz

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

Estimated reading time: 7 minutes In February's national webinar we presented information about taxes on retirement ...
Entrust Employee Spotlight: Esme

Entrust Employee Spotlight: Esme

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

New Study: Year After Year Gold Stays Strong for Investors

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

Why IRA Academy is Important for Financial & Retirement Professionals

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

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

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

Investing 101: Building Your Precious Metals Portfolio

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

Recent Stock Market Events Highlight The Importance of  Diversification 

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

5 Tips to Help You Save for Retirement

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

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

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

Entrust Employee Spotlight: Vanessa C.

Estimated reading time: 3 minutes Meet Vanessa, she is an Alternative Assets Associate who has been working at Entrust ...
You Asked, We Answered: Tax Cuts and Jobs Act of 2017 and its Effect on Retirement Plans

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

Estimated reading time: 7 minutes Our first webinar of the year discussed The Tax Cuts and Jobs Act of 2017 and how it ...
Funding Your IRA with a Rollover - Here's How It's Done

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

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

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

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

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

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

How Investors Take Advantage of Self-Direction With Entrust

Estimated reading time: 3 minutes Can you invest in the assets you want to invest in, or are your choices limited? How ...
Why Do People Switch from a 401(k) to a Self-Directed IRA?

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

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

Entrust Employee Spotlight: Bill Neville

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

Achieving High Stable Returns by Investing in Real Estate Notes

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

Small Business IRA Contributions - FAQs for 2018

Estimated reading time: 3 minutes It's contribution season, which means, small businesses who hold IRAs have to ...
Are You Certain You Want to Convert to a Roth IRA in 2018?

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

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

Traditional & Roth IRA Contributions - FAQs for 2018

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

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

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

Entrust Employee Spotlight: Ellen

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

Timely Tips: Retirement Deadline Dates for December

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

The Historic Value Behind Silver, Gold and Other Precious Metals

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

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

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

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

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

A Look at the Senate's Tax Reform Proposal

Estimated reading time: 3 minutes Following up on our recent article on the proposed House Tax Cuts and Jobs Act, ...
Here's What the House Tax Bill Proposal Could Mean for You and Saving for Retirement

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

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

Entrust Employee Spotlight: Mecala

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

6 Types of Investors - Which One Are You? 

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

IRA Contribution Limits for 2018 [Chart]

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

Self-Directed IRA Terms Every Investor Needs to Know

Estimated reading time: 4 minutes Medicine. Sports. Engineering. Academics. Pretty much every industry has its own ...
3 Ways to Have a Satisfying Retirement (And The One Way to Get You There!)

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

Estimated reading time: 4 minutes, 30 seconds “You know, when I retire, I’ll . . .” How would you fill in the rest of ...
How to Help Pay Educational Expenses and Watch Your Account Grow Tax Free

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

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

Entrust Employee Spotlight: Janiel

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

How Self-Directed IRA Conversions and Recharacterizations Actually Work

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

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

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

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

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

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

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

The Most Common Questions Asked About Precious Metals —Answered!

Estimated reading time: 5 minutes 40 seconds Understanding how a Precious Metals IRA works doesn't always come ...
Open Letter to Grandparents: It's Never Too Late to Save for Retirement

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

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

Timely Tips: Retirement Plan Deadlines for Small Business Owners

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

Entrust Employee Profile: Reema

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

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

Estimated reading time: 3 minutes Mix together the growing preference for investing in real estate using self-directed ...
You Asked, We Answered: 6 Self-Directed IRA Rules Investors Need to Know

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

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

Due Diligence Makes Precious Metals Investments Shine Brighter

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

Entrust Employee Spotlight: Traci

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

5 Smart Tips to Help Your Private Placement Investment

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

How Retirement Accounts Are Impacted By Divorce

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

IRA Academy: An Example of Our Dedication to Education

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

Alternative Investments: A New Approach to Retirement Saving

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

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

Estimated reading time: 4 minutes For this month's webinar, we discussed 2017 Real Estate IRA investment trends and ...
New Study: Where Self-Directed Real Estate Investors Are Selling Property

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

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

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

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

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

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

Private Placements Investing with Self-Directed IRAs

Estimated reading time: 1 minute, 30 seconds Looking to diversify your retirement portfolio? "Private Placements" is a ...
You Asked, We Answered: Investing with Self-Directed IRAs

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

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

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

Estimated reading time: 2 minutes, 44 seconds Memorial Day means the end of school and the start of summer vacation ...
Here's Why Our Entrust Client Portal Makes Online Investing Easy, Efficient & Secure

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

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

[Free Report] The Power of Real Estate IRA Investments

Estimated reading time: 1 minute Entrust clients have a long track record—35 years—of investing in real estate using ...
How to Ensure Your IRA Savings Go Where You Want After Your Death

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

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

5 Facts That Dig Deeper Into IRAs and Retirement

Estimated reading time: 3 minutes When it comes to Americans’ retirement savings habits, the glass is more than half ...
You Asked, We Answered: How a Real Estate IRA Helped an Investor Increase Returns

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

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

Getting Smart: Retirement Savings Strategies For Mom

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

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

Estimated reading time: 2 minutes You wouldn’t want an Easter basket filled with only blue eggs or just licorice jelly ...
5 Ways to Go Green with a Self-Directed IRA This Earth Day

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

Estimated reading time: 2 minutes Earth Day isn’t a one-day and done affair. Saving for retirement isn’t something you ...
5 Last-Minute Ways IRA Holders Can Reduce Taxes

5 Last-Minute Ways IRA Holders Can Reduce Taxes

Estimated reading time: 3 minutes Don’t stress over taxes. Even though the tax deadline is getting closer, there are ...
You Asked, We Answered: 3 Reasons Why Investors Choose a Roth IRA to Invest in Real Estate

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

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

Invest in Your Own Pot of Gold: Gold IRA Basics

Estimated reading time: 3 minutes If you’re lucky enough to catch a leprechaun on St. Patrick’s Day and ask him where ...
What Financial Advisors Need to Know to Help Baby Boomers Prepare for Retirement

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

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

7 Things to Consider When You Want to Retire Abroad

 Estimated reading time: 3 minutes 40 seconds Think of all the things you need to do when you move from one place to ...
5 Hard Truths About Women and Retirement Security

5 Hard Truths About Women and Retirement Security

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

Timely Tips: Retirement Deadlines for Small Business Owners

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

6 Financial Concepts Taught by American Presidents

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

You Asked, We Answered: Decrease Your Taxes in 2017

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

African-Americans Have Less Retirement Savings, Study Says

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

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

Estimated reading time: 3 minutes It’s tax time and with that comes decisions on making contributions to Individual ...
Here's What Couples Need to Know About Spousal IRAs

Here's What Couples Need to Know About Spousal IRAs

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

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

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

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

Estimated reading time: 2 minutes 40 seconds For our first national webinar of the year, we discussed ways to get your ...
3 Financial Lessons From Dr. Martin Luther King Jr.

3 Financial Lessons From Dr. Martin Luther King Jr.

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

You Asked, We Answered: Private Placements in Your IRA

Estimated reading time: 2 minutes For our last webinar of 2016, we hosted a presentation about investing in private ...
Get Your Retirement Savings in Shape in 2017

Get Your Retirement Savings in Shape in 2017

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

6 Tips for a Financially Secure Retirement in 2017

Estimated reading time: 4 minutes While two-thirds of Americans surveyed by the Employee Benefits Research Institute ...
Roth IRA vs. Traditional IRA: Which One Works for You?

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

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

Transfers vs. Rollovers: We Explain the Difference

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

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

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

Using Your Self-Directed IRA to Buy Discounted Notes

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

Why You Shouldn't Overlook Your Beneficiary Designation

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

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

Estimated reading time: 4 minutes For our November national webinar, we held an open Q&A about investing in real estate ...
FAQs: Reporting a Fair Market Valuation for Your IRA

FAQs: Reporting a Fair Market Valuation for Your IRA

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

How to Decrease your Taxes in 2017: Open an IRA

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

5 Things Retirement Savers Can Be Thankful For This Thanksgiving

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

3 Key Benefits of Asset Portfolio Diversification

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

Veterans Day: Honoring Your Service, Preparing for Your Future

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

Relaxed Rules Make Investing In A Startup Easier Than Ever Before

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

Tales From The Crypt: Self-Directed IRA Horror Stories

Estimated reading time: 3 minutes 15 seconds With Halloween 2016 around the corner, we want to take this opportunity to ...
You Asked, We Answered: How to Use Your IRA to Buy Your Future Retirement Home

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

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

Why Real Estate Agents Need The AgentIRA Program

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

Surprising Facts You May Not Know About Retirement

Estimated reading time: 2 minutes, 50 seconds National Retirement Security Week was from October 16 - 22, and no, that ...
Timely Tips: Employers with SIMPLE IRA Plans Need to Know This November Deadline

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

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

5 Tips for Property Managers Working With Self-Directed IRAs

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

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

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

Disqualified Persons: What IRA Investors Need to Know

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

How Brokers Can Retain and Attract More Talent

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

This Labor Day, We're Thinking About Retirement Security

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

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

Estimated reading time: 1 minute 30 seconds When it comes to your financial life you deserve the best independent and ...
Beginner's Guide: Purchasing a Rental Property with a Self-Directed IRA

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

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

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

Estimated reading time: 3 minutes 10 minutes For our August national webinar, we discussed the top Real Estate IRA ...
Real Estate Financing Options: Non-Recourse Loans

Real Estate Financing Options: Non-Recourse Loans

Estimated reading time: 3 minutes It’s all well and good to talk about the possibilities of investing in real estate ...
3 Ways to Buy Real Estate with a Small IRA

3 Ways to Buy Real Estate with a Small IRA

Estimated reading time: 2 minutes With the popularity of Real Estate IRAs gaining ground, it’s important that you, as a ...
You Asked, We Answered: Real Estate IRAs III

You Asked, We Answered: Real Estate IRAs III

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

5 Barriers Retirement Planning Professionals Need to Know

Estimated reading time: 3 minutes It’s no big surprise that half of Americans say retirement planning is a top ...
With This One Move, Individual Investors Can Stay Ahead

With This One Move, Individual Investors Can Stay Ahead

Estimated reading time: 2 minutes Online learning is all the rage. You can learn a new language, hone your knife ...
What 20 Years in the Retirement Industry Has Taught Me

What 20 Years in the Retirement Industry Has Taught Me

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

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

Estimates reading time: 5 minutes 40 seconds Every month we like to collect questions asked by our webinar attendees to ...
Guide: Retirement Planning for Dad This Father’s Day

Guide: Retirement Planning for Dad This Father’s Day

Estimated reading time: 2 minutes 50 seconds You’re well past the age when an IOU for 50 hugs or a weekend of yard work ...
The Role of Real Estate in Retirement Savings [Free Report]

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

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

7 Ways Retirement Demographics Have Changed in 80 Years

Estimated reading time: 3 minutes 30 seconds Any discussion of the candidates’ positions on retirement must be prefaced ...
You Asked, We Answered: Investing in Real Estate with an IRA LLC

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

Estimated reading time: 3 minutes During our monthly educational webinars we like to take the time to answer questions ...
What Coins Can I Hold in My Self-Directed IRA?

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

Estimated reading time: 2 minutes Self-directed IRAs can invest in alternative investments, such as gold and other ...
Timely Tips: Upcoming Deadline Dates for May

Timely Tips: Upcoming Deadline Dates for May

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

You Asked, We Answered: Partnering Your Real Estate IRA

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

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

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

7 Ways to Take Early IRA Withdrawals Without Penalty

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

2 Ways to Invest in Promissory Notes with Your IRA

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

11 Factors to Consider When Choosing Your IRA Company

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

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

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

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

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

3 Benefical Tips About Investing in Hedge Funds With Your IRA

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

5 Tax-Smart Things You Can Do Before April 18

Estimated reading time: 1 minute You still have time to make decisions that can improve your tax situation. This year's ...
How to Avoid Unintended IRA Distributions for Real Estate Investments

How to Avoid Unintended IRA Distributions for Real Estate Investments

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

Best Place to Retire Abroad for Americans: Ireland

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

4 Reasons You Might Postpone Collecting Social Security

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

5 Surprising Facts About Women and Retirement Security

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

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

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

Timely Tips: Upcoming Deadline Dates for Tax Time

Estimated reading time: 2 minutes This year's tax deadline date is near (April 18th, 2016). If you're self-directed IRA ...
Entrust Employee Spotlight: Sean

Entrust Employee Spotlight: Sean

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

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

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

5 Common Mistakes to Avoid When You Retire

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

How to Pick a Precious Metals Dealer for Your IRA

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

10 Presidents Day Quotes for the Savvy Investor

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

3 Ways the Year of the Monkey Can Help Investors

Estimated reading time: 1 minute Welcome to the Year of the Monkey. More specifically, to the year of the fire monkey, ...
The Valentine’s Day Gift That Lasts a Lifetime: The Spousal IRA

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

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

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

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

Chart: IRA Contribution Limits for 2016

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

5 Tough-to-Predict Retirement Expenses

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

10 Martin Luther King Jr. Quotes That Will Surely Inspire

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

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

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

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

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

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

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

First-Class Service and Results Satisfy an Entrust Account Holder

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

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

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

3 Things You Need to Know About Qualified Charitable Distributions

Estimated reading time: 2 minutes We have received many questions regarding whether distributions made during 2015 to a ...
4 Spending Lessons to Follow This Holiday Season

4 Spending Lessons to Follow This Holiday Season

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

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

Estimated reading time: 1 minutes 20 seconds Individuals planning for retirement can benefit from knowing about the tax ...
Self-directed IRAs:  Don’t Fall in Love on the Rebound!

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

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

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

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

Reap the Benefits of Self-Directed Roth IRAs

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

How to Select a Tax Professional in 4 Easy Steps

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

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

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

5 Unique Real Estate IRA Investments

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

Getting Smart with Self-Directed IRA Distributions

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

3 Things Keeping You from Saving for Retirement

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

Don't Miss These Retirement Plan Deadlines in December

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

Top 3 Reasons Why Americans Retire Abroad

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

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

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

6 Pre-Retirement Tips for Your 40s

Estimated reading time: 3 minutes 10 seconds We're wrapping up our series with some great tips for potential investors ...
8 Pre-Retirement Tips for Your 30s

8 Pre-Retirement Tips for Your 30s

Estimated reading time: 3 minutes We're all at different junctures in our life journey, and we each have unique dreams ...
6 Pre-Retirement Tips for Your 20s

6 Pre-Retirement Tips for Your 20s

Estimated reading time: 3 minutes 20 seconds. We want to encourage our readers to take this week to reflect on their ...
Partners in a Real Estate IRA

Partners in a Real Estate IRA

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

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

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

Americans’ Lack of Retirement Planning Will Frighten You

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

3 Benefits of a Self-Directed IRA LLC

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

What is Checkbook Control? Self-Directed IRA LLCs Explained

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

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

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

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

Estimated reading time: 3 minutes Self-directed IRAs are the only retirement accounts that allow for true ...
5 Reasons to Use a Self-Directed IRA to Invest in Real Estate

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

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

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

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

Tax Lien Investments in your Self-Directed IRA

Estimated reading time: 2 minutes Investing in tax liens with a self-directed IRA can help diversify your portfolio. So ...
Using Self-Directed IRAs to Invest in Apartment Buildings

Using Self-Directed IRAs to Invest in Apartment Buildings

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

Offshore Real Estate Investments Scams

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

5 Steps to Take Before Retiring Overseas

Estimated reading time: 3 minutes Retiring overseas may be a great idea, but there are various steps you should take ...
Self-Directed IRAs Allow Notes as Investment Options

Self-Directed IRAs Allow Notes as Investment Options

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

Purchasing Your Real Estate Investment With Cash

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

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

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

Top 3 Real Estate Mistakes IRA Investors Make

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

Californians Set the Trend for Investing in Real Estate for Retirement

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

7 Self-Directed IRA Real Estate Investment Rules

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

Tips and Insights on Non-Recourse Loans

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

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

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

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

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

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

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

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

I am often asked by business owners about succession and exit planning. The harsh reality is that the landscape is ...
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 ...
[Infographic] Understanding Gold Investments in a Self-Directed IRA

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

Gold, among a selection of other precious metals, is one of the alternative investments allowed in a self-directed IRA. ...
[Infographic] Selling Your Real Estate IRA Property

[Infographic] Selling Your Real Estate IRA Property

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

[Infographic] The Real Estate IRA Transaction Process

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

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

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

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

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

Establish and Contribute to SEP or SIMPLE IRAs in September

September and October are significant months for small business owners who make employer contributions to retirement ...
[Infographic] Crowdfunding with a Self-Directed IRA

[Infographic] Crowdfunding with a Self-Directed IRA

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

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

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

Attract and Retain Employees with a Small Business Retirement Plan

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

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

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

3 Examples of Self-Directed IRA Partnering Gone Wrong

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

Have You Considered a Self-Directed IRA?

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

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

Self-Directed IRA owners can use many strategies to purchase alternative investments. Partnering is a popular strategy ...
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. ...
[Infographics] SEP, SIMPLE, and Individual 401(k): Employer-Sponsored Retirement Plans

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

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

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

Whether you’ve attended one of our National Webinars or have not yet had the chance, this Q&A derived from those ...
[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 ...
If You’re Self-Employed It Pays to Understand 401(k) Rules

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

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

One-Size Does Not Fit All in Retirement Savings

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

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

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

Common Questions About SEP and SIMPLE IRAs for Small Business Owners

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

States Encourage Small Business Owners with Retirement Savings Programs

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

Moving from Successful Small Business Owner to Satisfied Retiree

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

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

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

A Balanced Breakfast of Retirement Investments

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

5 Ways Small Business Owners Prepare for Retirement

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

Frequently Asked Questions About IRA Rollovers

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

No More Excuses: Small Business Solutions to Retirement Saving

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

Right to Marry Ruling: How it Affects Beneficiary Rights

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

Retirement Plans for Your Small Business Your Employees Will Appreciate

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

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

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

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

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

The Retirement Every Small Business Owner Deserves

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

You Asked, We Answered: Real Estate IRAs

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

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

If you come across a self-directed IRA provider who offers to review an investment or provides investment advice as ...
Why Do Americans Save More for Vacation Than for Retirement?

Why Do Americans Save More for Vacation Than for Retirement?

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

5 Habits of Great Personal Service for Real Estate IRA Investors

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

Understanding Fees in Retirement Plans

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

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

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

Hard To Value Non-Traditional Assets

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

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

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

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

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

3 Red Flags - What an IRA Administrator Does Not Do

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

Dodge These 4 Real Estate Investing Blunders

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

Spring Into Saving With A Self-Directed IRA

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

5 Tactics to Avoid Being Fooled By Investment Scams

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

4 Convincing Reasons Why People Invest in Gold

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

Protect Your Future with Green Investments

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

Offering Real Estate Investments Can Help Grow Your Business

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

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

For the last couple years, the U.S. stock markets have been on a fairly consistent upward trend. The bond market has ...
3 Ways Self-Directed IRAs Empower You

3 Ways Self-Directed IRAs Empower You

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

6 Essential Self-Directed IRA Rules

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

What is a Self-Directed IRA?

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

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

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

Rising Rents: An Opportunity for Self-Directed IRA Owners

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

Apply These 4 Strategies to Start Saving for Retirement Now

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

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

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

[Infographic] What Is A Self-Directed IRA?

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

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

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

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

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

Maximize Your Retirement Savings With Your Own Expertise

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

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

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