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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.

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distributions

Give Back With Qualified Charitable Distributions

Give Back With Qualified Charitable Distributions

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.
Five IRA Tax Forms Every SDIRA Holder Should Know

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.
SECURE Act 2.0 is Law: How Will it Impact Your Retirement Portfolio?

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.
Reporting Common IRA Transactions on Individual Tax Returns

Reporting Common IRA Transactions on Individual Tax Returns

Let’s take a look at some of the most commonly asked questions about IRA transactions.
How Changes in the SECURE Act Affect Qualified Charitable Distributions

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.
How the CARES Act Affects Retirement Plans

How the CARES Act Affects Retirement Plans

The CARES Act was signed into law on March 27. The bill's provisions will assist IRA and employer sponsored plan participants during the COVID-19 pandemic.
Required Minimum Distributions Have a New Starting Age

Required Minimum Distributions Have a New Starting Age

Prior to tax year 2020, IRA holders (except those with Roth IRAs) had to start taking RMDs once they reached the age of 70 ½.
What IRA Holders Should Know About the SECURE Act

What IRA Holders Should Know About the SECURE Act

Here’s a breakdown of some of the more significant changes of The Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act)...