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Learning Center


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


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.

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

Funding a self-directed IRA with a transfer is the first step to investing with these tax-advantaged savings accounts, so it is a necessary part of holding alternative investments in your retirement account.  Let's take a closer look at transferring your IRA funds into a self-directed IRA:

A transfer transaction refers to the process of funds being moved between two financial institutions. For example, John has an IRA set up with his local bank, and he has been using his account to invest in stocks. He wants to expand his investment options to real estate, so he decides to transfer his IRA funds to a self-directed IRA.

John requests a transfer from his bank, directing them to move the funds to his chosen self-directed IRA administrator, like The Entrust Group. After putting in his request, John can sit back and let the financial institutions do the work of ensuring the transfer.

How to transfer your IRA to a self-directed IRA in 5 simple steps:



If you are ready to learn more about how a self-directed IRA can help you with achieve your dream retirement, get a free consultation here.


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Self-Directed IRAs:
The Basics Guide

Learn about your investment options, Self-Directed IRA rules, and much more!

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