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Our offices will be closing at 3pm on Friday, October 7th and will be closed all day Monday, October 10th in observance of Indigenous People's Day. We will resume normal business hours on Tuesday, October 11th.

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.

Online Education Courses

Learn IRA fundamentals or become an IRA expert while getting your CE credits with our selection of courses from beginner to advanced level.

Topic
  • Compliance
  • Contributions
  • Investments
  • Legislative
  • Portability
  • Retirement Account Types
  • Taxation
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Level
  • Beginner
  • Intermediate
  • Advanced
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Designation
  • CISP
  • CTFA
  • CRSP
  • CFP
  • CPA
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Trainings and topics (29 results)

IRA History and Guidance

Legislative
Intermediate
This course examines the history of IRAs to help financial professionals understand how the industry has evolved from 1974 to today.
53 mn
CISP, CTFA, CRSP
$99
Course details

IRA Establishment and Amendments

Compliance
Intermediate
This course provides in-depth instruction on the proper establishment and amendment of IRAs.
55 mn
CISP, CTFA, CRSP
$99
Course details

IRA Contributions II

Contributions
Intermediate
This course provides in-depth instruction on contributions for IRAs and other tax-preferred accounts.
69 mn
CISP, CTFA, CRSP
$149
Course details

Excess Contributions and Recharacterization

Advanced
This course analyzes the components of excess IRA contributions and the recharacterization process required to avoid penalty.
50 mn
CISP, CTFA, CRSP
$99
Course details

IRA Investments and Fees

Compliance, Investments
Advanced
This course provides in-depth instruction on IRA investments and the fees that account holders pay to avoid penalty.
50 mn
CISP, CTFA, CRSP
$99
Course details

Prohibited Transactions

Compliance, Investments
Advanced
This course provides an in-depth examination of prohibited transactions for IRAs and other tax-preferred accounts.
52 mn
CISP, CTFA, CRSP
$99
Course details

Transfers and Rollovers II

Compliance, Portability
Intermediate
This course provides in-depth instruction on transfers and rollovers for Traditional and Roth IRAs, as well as other tax-preferred accounts.
71 mn
CISP, CTFA, CRSP
$149
Course details

Roth IRA Conversions II

Compliance, Portability
Intermediate
This course provides comprehensive instruction on Roth IRA conversions.
50 mn
CISP, CTFA, CRSP
$99
Course details

Required Minimum Distributions II

Compliance, Taxation
Advanced
This course provides extensive instruction on Required Minimum Distributions (RMDs) for Traditional IRAs and other tax-preferred accounts.
51 mn
CISP, CTFA, CRSP
$99
Course details

Beneficiary Designations Trust and Estate Issues

Compliance, Taxation
Advanced
This course delivers comprehensive instruction on designating beneficiaries for IRAs, employer-sponsored plans and tax-preferred accounts.
52 mn
CISP, CTFA, CRSP
$99
Course details

Beneficiary Distribution Options II

Compliance, Taxation
Advanced
This course gives in-depth instruction on the distribution options for beneficiaries of Traditional and Roth IRAs, employer-sponsored plans and other tax-preferred accounts.
80 mn
CISP, CTFA, CRSP
$149
Course details

IRA Reporting Requirements and Record Retention

Compliance
Advanced
This course provides comprehensive instruction on reporting and record retention requirements for Traditional and Roth IRAs, employer-sponsored plans and other tax-preferred accounts.
55 mn
CISP, CTFA, CRSP
$129
Course details

Legal Concepts

Compliance
Advanced
This course delivers in-depth instruction on legal concepts that regulate Traditional and Roth IRAs, employer-sponsored plans and other tax-preferred accounts.
53 mn
CISP, CTFA, CRSP
$99
Course details

IRA History

Legislative
Beginner
This course introduces the history of IRAs, from 1974 to today.
33 mn
CISP, CTFA, CRSP
$79
Course details

IRA Establishment

Compliance
Beginner
This course introduces the process of establishing an IRA.
26 mn
CISP, CTFA, CRSP
$49
Course details

IRA Contributions I

Contributions
Beginner
This course provides foundational instruction on contributions for IRAs and other tax-preferred accounts.
61 mn
CISP, CTFA, CRSP
$129
Course details

Transfers and Rollovers I

Compliance, Portability
Beginner
This course introduces transfers and rollovers for Traditional and Roth IRAs and other tax-preferred accounts.
53 mn
CISP, CTFA, CRSP
$99
Course details

Roth IRA Conversions I

Compliance, Portability
Beginner
This course provides foundational instruction on Roth IRA conversions.
19 mn
CISP, CTFA, CRSP
$49
Course details

Required Minimum Distributions I

Compliance, Taxation
Beginner
This course introduces Required Minimum Distributions (RMDs) for Traditional IRAs and other tax-preferred accounts.
29 mn
CISP, CTFA, CRSP
$79
Course details

Beneficiary Designations

Compliance, Taxation
Beginner
This course provides fundamental instruction on designating beneficiaries for IRAs, employer-sponsored plans and tax-preferred accounts.
33 mn
CISP, CTFA, CRSP
$79
Course details

Beneficiary Distribution Options I

Compliance, Taxation
Beginner
This course introduces the distribution options for beneficiaries of Traditional and Roth IRAs, employer-sponsored plans and other tax-preferred accounts.
48 mn
CISP, CTFA, CRSP
$99
Course details