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.

The Entrust Group Blog
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retirement planning

Self-Directed Roth IRAs: Rules, Benefits, and Risks

Self-Directed Roth IRAs: Rules, Benefits, and Risks

A self-directed Roth IRA (Roth SDIRA) combines the tax-free growth of a Roth IRA with the expanded investment options of a self-directed IRA (SDIRA).
How Much Do You Need to Retire? Consider These 4 Factors

How Much Do You Need to Retire? Consider These 4 Factors

How much do you need to retire? With increasing life expectancy, rising healthcare costs, and economic uncertainty, saving is more important than ever.
Health Savings Accounts (HSAs): Gain Triple Tax Advantages

Health Savings Accounts (HSAs): Gain Triple Tax Advantages

Health Savings Accounts (HSAs) offer triple tax advantages. In this article, we’ll break down how HSAs work and how they can fit into your retirement plan.
Spousal IRAs: Rules, Contribution Limits, Examples, and More

Spousal IRAs: Rules, Contribution Limits, Examples, and More

A spousal IRA is a contribution strategy that allows a working spouse to contribute to an IRA on behalf of a non-working or low-income spouse.
2025 Inherited IRA Rules: What You Need to Know

2025 Inherited IRA Rules: What You Need to Know

Inherited IRA rules have never been more complex than in 2025. Get you the information you need to make an informed decision with your inherited IRA.
Retirement Planning Tips for Every Age: 20s, 30s, 40s, 50s, and 60s

Retirement Planning Tips for Every Age: 20s, 30s, 40s, 50s, and 60s

Explore how retirement planning strategies adapt over time and what you can do at each stage to stay on track for a financially secure future.
Important Steps to Avoid Financial Elder Abuse

Important Steps to Avoid Financial Elder Abuse

With financial elder abuse on the rise, get important tips to keep you and your accounts safe. Learn about common scam tactics and download our guide.
How to Transfer Your Wealth On Your Own Terms

How to Transfer Your Wealth On Your Own Terms

Learn how to prepare your beneficiaries, plan for your financial legacy, and start a conversation about your retirement goals with your family.