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The Entrust Group Blog
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The Entrust Group

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.
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.
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.
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.
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.