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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

Important Steps to Avoid Financial Elder Abuse [Guide Included]

Important Steps to Avoid Financial Elder Abuse [Guide Included]

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.
4 Investment Trends to Help You Diversify Your Portfolio

4 Investment Trends to Help You Diversify Your Portfolio

Looking for a new asset to invest in? See 4 investment trends that are gaining popularity with self-directed IRA holders.
Spring Cleaning Your Finances

Spring Cleaning Your Finances

Spring has arrived. It’s time to shake off winter, tidy up, and get your home in order.
Your Tax Strategy for 2021

Your Tax Strategy for 2021

Getting ready to file your tax return? Here's a post-tax routine to simplify your 2021 taxes.
How to Increase Your Portfolio’s Resilience During the COVID-19 Pandemic

How to Increase Your Portfolio’s Resilience During the COVID-19 Pandemic

The recent stock market has some investors worried about their retirement investments. Investors who have non-traditional investments are less concerned.
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.