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Learning Center

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

About Entrust

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

The Entrust Group Blog
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John Paul Ruiz, QKA, CISP

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

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

In December 2022, President Biden signed the Secure Act 2.0 into law. Here are 22 ways the new legislation might impact your retirement savings strategy.
Financial Advisors: Guide Clients through the 4 Phases of Retirement

Financial Advisors: Guide Clients through the 4 Phases of Retirement

Guide your clients through their retirement and grow your financial advisor practice by providing access to self-directed IRAs through The Entrust Group.
How Could the Secure Act 2.0 Affect Your Retirement Accounts?

How Could the Secure Act 2.0 Affect Your Retirement Accounts?

Learn how the changes in the proposed Secure Act 2.0 could affect your tax-advantaged retirement plans and self-directed IRA.
Tax Tips for Self-Directed IRA Holders

Tax Tips for Self-Directed IRA Holders

Tax planning for your tax-advantaged accounts is important. Make sure you're prepared with these helpful tax tips for self-directed IRA holders.
Transfer vs. Rollover: What's the Difference Between them?

Transfer vs. Rollover: What's the Difference Between them?

Explore how a rollover vs transfer can impact your retirement savings while moving assets to an IRA. This transfer vs rollover blog answers your questions.
What a Relief: New 2020 Tax Deadline and the Unemployment Compensation Exclusion

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

The IRS announced the deadline to file 2020 taxes has been extended from April 15 to May 17, 2021 due to hardships caused by the COVID-19.
Reporting Common IRA Transactions on Individual Tax Returns

Reporting Common IRA Transactions on Individual Tax Returns

Let’s take a look at some of the most commonly asked questions about IRA transactions.
How Changes in the SECURE Act Affect Qualified Charitable Distributions

How Changes in the SECURE Act Affect Qualified Charitable Distributions

Deductible Traditional IRA contributions made at age 70 ½ and older will reduce an individual’s eligibility for Qualified Charitable Distributions.