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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.

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What We Do

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.

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John Paul Ruiz, QKA, CISP

Tax Tips for Self-Directed IRA Holders
Feb 28, 2023

Tax Tips for Self-Directed IRA Holders

In this post, we’ll answer some of the top questions that SDIRA holders ask us each year about their self-directed IRA tax returns.
John Paul Ruiz, QKA, CISP
Five IRA Tax Forms Every SDIRA Holder Should Know
Jan 31, 2023

Five IRA Tax Forms Every SDIRA Holder Should Know

Have IRS tax form questions? You're not alone. Let's uncover the purpose of each IRA tax form so you can have a simple, stress-free tax season.
John Paul Ruiz, QKA, CISP
SECURE Act 2.0 is Law: How Will it Impact Your Retirement Portfolio?
Jan 16, 2023

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.
John Paul Ruiz, QKA, CISP
Financial Advisors: Guide Clients through the 4 Phases of Retirement
Jun 16, 2022

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.
John Paul Ruiz, QKA, CISP
Transfer vs. Rollover: What's the Difference Between them?
Nov 16, 2021

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.
John Paul Ruiz, QKA, CISP
What a Relief: New 2020 Tax Deadline and the Unemployment Compensation Exclusion
Mar 18, 2021

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.
John Paul Ruiz, QKA, CISP
Reporting Common IRA Transactions on Individual Tax Returns
Dec 16, 2020

Reporting Common IRA Transactions on Individual Tax Returns

Let’s take a look at some of the most commonly asked questions about IRA transactions.
John Paul Ruiz, QKA, CISP
How Changes in the SECURE Act Affect Qualified Charitable Distributions
Sep 11, 2020

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.
John Paul Ruiz, QKA, CISP
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