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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.

Webinars & Events

Find the latest upcoming events including webinars, tradeshows, and conferences year-round.

Live Upcoming Webinars

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SDIRA Investing in Start-Ups Before the Public 

In all economic climates, new startups are raising capital from alternative investors like you. This consistent demand for capital presents unique opportunities to Self-Directed IRA holders. To spot the right early-stage opportunity, savvy investors master the pre-IPO capital raising lifecycle. Are you ready to get started?

Date: Wednesday, February 15, 2023
Time: 11:00 a.m. PT / 2:00 p.m. ET
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Colombia: 10 Reasons to Get Familiar with Foreign Investments

Colombia interests many US investors. But for most IRA holders, foreign investing is, well, foreign. While getting familiar with overseas opportunities may be new for you, understanding their nuances is vital to navigating Colombian investments. Not sure where to begin? We got you covered.

Date: Wednesday, March 15, 2023
Time: 11:00 a.m. PT / 2:00 p.m. ET

Webinar Recordings

Resort Real Estate Investing With an SDIRA [January 2023]

Commercial real estate is crucial to a smoothly operating economy. And while no asset is immune from external economic challenges, resort real estate offers unique benefits. That’s why savvy investors expand their knowledge beyond classic real estate to make sure they can identify opportunities wherever they present themselves. Want to learn something new?

Learn the ropes with resort real estate expert Amit Gaglani. This month, watch and learn:

  • What experts are saying about the state of the Commercial Real Estate Market
  • Insights on how drive-to-resorts function
  • How to understand the revenue models of resorts

Watch Video

Preparing Your IRA for 2023 Taxes & Changes [December 2022]

Preparation is a golden rule for every successful investment strategy. Before creating a plan, savvy investors learn the new landscape of IRA limits and important annual dates. Ready for what's new in 2023?

Get started with our in-house expert, John Paul Ruiz. Check out this replay to learn:

  • Important 2023 dates & deadlines all IRA holders should know
  • New contribution limits, phase-out limits and cost-of-living-adjustments
  • Tax tips for refining your strategy before tax season

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Trust Deeds 101: Using Real Estate as Collateral [November 2022]

In real estate cycle downturns, savvy investors get defensive and learn about the shifting market around them. This time around, learn how to passively invest in deeds of trust secured by real estate (individual and pooled). If you're interested in real estate but want to avoid the headaches created by tenants and property management, this lesson is for you.

Get an expert introduction to trust deeds from David Goldberg of The Investor's Source. In this webinar replay, you will learn: 

  • How to define trust deeds vs. other asset classes
  • The advantages and disadvantages of investing in real estate notes secured by real property.
  • The top 3 investment strategies for trust deeds
  • What to look for in a hard money lender and pooled lending fund

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Build-to-Rent Real Estate Investing For Self-Directed IRAs [September 2022]

Our real estate market is tightening as the economy slows. With purchasing demand outpacing housing supply, buyers are competing to outbid each other like crabs in a bucket. Thus, an opportunity for build-to-rent real estate is presenting itself to investors with BTR expertise. Let us show you how it works.

Learn the ropes of build-to-rent real estate investing with BTR expert and host of TV's Flipping Boston, David Seymour. In this replay, you will learn:

  • A framework for understanding the build-to-rent industry
  • How to effectively analyze BTR markets and investment opportunities 
  • Correctly pricing your property for rental
  • Which potential benefits & risks are unique to BTR
  • Quirks for BTR investments through your SDIRA

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Selling Real Estate: An Expert Introduction [August 2022]

Every real estate investment requires a buyer and seller. But in explosive markets like this, some investors only focus on the buying process. That is why savvy IRA investors (and non-IRA holders alike) study the selling process to maximize their earning potential at both ends of the investment cycle. Curious how to optimize your next sale?

Get an expert introduction to selling real estate with property expert David Coe. In this replay, you will learn about:

  • Real Estate Pricing History and Market Movement 
  • Quirks for selling property through your SDIRA
  • Properly preparing your property for sale
  • Correctly pricing your property for sale
  • Marketing your offer
  • Closing close escrow on your property

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The FIRE Movement: Creating Your Version of Financial Independence [July 2022]

Financial independence is a shared goal for most IRA holders. But do you also want to retire early? Welcome to the FIRE movement, or Financial Independence Retire Early. Beyond budgeting, FIRE is truly about creating your unique path to financial independence. Considering mindset, community & lifestyle are just the tip of the iceberg—developing a plan is crucial.

Learn what it really takes to plan your path to financial independence with FIRE practitioners and expert duo behind All Options Considered, Ali & Alison Walker. In this replay, you will learn:

  • The true meaning of FIRE
  • How the history of FIRE paved the road for today
  • A basic lifestyle framework
  • How to differentiate between each category and path type
  • What you can do to join the FIRE movement

Watch Video

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Professional IRA Training

IRA Academy 2023 information will be available soon. Check back later for updates!