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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

All You Need to Know About UBIT, UBTI, and UDFI

All You Need to Know About UBIT, UBTI, and UDFI

UBIT, UBTI, and UDFI are regulatory measures designed to ensure that tax-exempt organizations and accounts do not exploit their tax-exempt status.
7 Tax Benefits of Real Estate Investing

7 Tax Benefits of Real Estate Investing

Capitalize on seven tax benefits of real estate investing, including depreciation deductions, 1031 exchanges, and self-directed IRAs.
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.
SEP IRA vs SIMPLE IRA for Small Business Owners

SEP IRA vs SIMPLE IRA for Small Business Owners

SEP IRA vs SIMPLE IRA — two retirement plan options for small business owners. Learn about their differences and benefits to make an informed choice.
How to Rollover a 401(k) to a Self-Directed IRA in 2024

How to Rollover a 401(k) to a Self-Directed IRA in 2024

Rolling over your 401(k) to an SDIRA can bring you closer to your retirement funds, and save you millions down the line.
90 Self-Directed IRA Investment Options

90 Self-Directed IRA Investment Options

Explore your self-directed IRA investment options. Discover 90 things you can invest in with an SDIRA, including real estate and precious metals.
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.
How to Invest in Private Equity with an SDIRA

How to Invest in Private Equity with an SDIRA

Mobilize your retirement funds to access private equity investments. Explore startups, small businesses, and other private equity IRA options.