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Advisors & Issuers

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For over 40 years, The Entrust Group has empowered investors to take control of their retirement portfolios with self-directed IRAs. Now, we’re ready to invest in your career. Whether you’re a financial advisor, investment issuer, or other financial professional, explore how SDIRAs can become a powerful asset to grow your business and achieve your professional goals.

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.

Latest Blog Posts

Original strategies and insights for intrepid investors.

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Take Advantage of 2026 IRA Catch-Up Contribution Limits

Take Advantage of 2026 IRA Catch-Up Contribution Limits

Maximizing catch-up contributions can boost your savings. In this post, we’ll cover the 2025 contribution limits for every type of self-directed account.
Tax Tips for Self-Directed IRA Holders

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.
16 Ways to Lower Your Tax Bill

16 Ways to Lower Your Tax Bill

How to lower your tax bill? Know your acronyms. Find out how to make FSAs, HSAs, QCDs, and SDIRAs work for you, plus 12 other ways to lower your tax bill.
5 IRA Tax Forms Every SDIRA Holder Should Know

5 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.
Give Back With Qualified Charitable Distributions (QCDs)

Give Back With Qualified Charitable Distributions (QCDs)

If you are at least 70½, you can make a qualified charitable distribution. With this strategy, you may direct a portion of your RMD to a nonprofit.
IRS Unveils Increased 2026 IRA Contribution Limits

IRS Unveils Increased 2026 IRA Contribution Limits

The IRS released the updated contribution limits for 2026. Find out the key changes, including increased limits for your 401(k), IRA, or HSA.
Calsavers: Pros, Cons, Requirements, and Alternatives

Calsavers: Pros, Cons, Requirements, and Alternatives

If you own a small business in California with 1-4 employees, you must sign up for Calsavers or offer workplace retirement benefits by the end of 2025.
What Happens to Your 401(k) When You Leave Your Job?

What Happens to Your 401(k) When You Leave Your Job?

You have four options for your 401(k) when you leave your job, including keeping them in the plan, rolling them over, or withdrawing them as cash.