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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.

Webinars

Find the latest on our upcoming live webinars and recordings in case you missed it.

Live Upcoming Webinars

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Making Sure HOAs Don’t Ruin Your Real Estate Investment

Homeowners associations (HOAs) are changing real estate—sometimes in ways that can hurt your investments. On April 16, we'll break down what’s going on and how you can protect yourself.

Date: Wednesday, April 16, 2025
Time: 11:00 a.m. PT / 2:00 p.m. ET
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5 Golden Rules of Precious Metals Investing in IRAs

Searching for a precious metals investing lesson that's worth it's weight? Eureka! You found it.  On May 14, we will walk you through the 5 golden rules of precious metals, how to apply them, and the biggest mistakes to avoid along the way.

Date: Wednesday, May 14, 2025
Time: 11:00 a.m. PT / 2:00 p.m. ET
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How to Avoid Digital Scams in 2025

In 2024 alone, U.S. investors lost over $1 trillion to scams—fake websites, fraudulent investment deals, phishing emails, and more. Scammers are getting smarter. Are you? On June 18, we'll teach you how to protect yourself in 2025 and beyond.

Date: Wednesday, June 18, 2025
Time: 11:00 a.m. PT / 2:00 p.m. ET

Webinar Recordings

IRA LLCs Explained: Pros, Cons, and Essential Rules [March 2025]

Thinking about using an LLC for your IRA investments, but not sure if it’s the best move? You’re in the right place. This webinar will break it all down—how it works, when it makes sense, and what to watch out for. 

In this replay, we walk you through this strategy step-by-step to help you decide if an IRA LLC is a good fit for your investment goals. 

What You’ll Gain:

  • A clear understanding of how IRA LLCs work
  • Step-by-step guidance on setting one up the right way
  • Key tax rules, compliance tips, and what to watch out for
  • Actionable tips to navigate the investment process

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2025 Real Estate Market Trends and Expert Insights [February 2025]

Curious about the 2025 real estate market? In this replay, join real estate expert, Neal Bawa, for a data-driven webinar exploring the latest trends and industry insights shaping the year ahead.

With decades of experience and a deep understanding of market data, Neal will guide you through how 2025’s real estate landscape is impacting investments. While no one can predict the future, understanding the data can help you uncover opportunities and minimize risk.

Watch this replay for:

  • Expert insight into the top 2025 real estate trends.
  • A clear understanding of how new laws and regulations impact investments.
  • Data-driven analysis on emerging markets to watch.

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Building Your 2025 IRA Calendar: Important Dates, Deadlines, and Tax Tips [January 2025]

Looking to streamline your 2025 IRA strategy? Wish all the important dates and deadlines were in one place? Start the year strong by planning ahead with our Savvy Self-Direction IRA Calendar.

After over 40 years of experience, we understand that consistent success isn’t accidental. It takes preparation, focus, and the right tools. That’s why we’re inviting you to create your 2025 plan and learn about new opportunities for IRA investors. And with tax day around the corner, we'll review important reminders and pitfalls to avoid.  

Watch this replay for:

  • A 2025 Savvy Self-Direction Calendar for you to customize during the webinar.

  • Key guidance to navigate new laws, limits, and strategies for IRA success.

  • Actionable tips to stay ahead this tax season and avoid April 14 panic emails

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Avoiding the 7 Deadly Sins: SDIRA Rules and Account Management [December 2024]

IRAs are a powerful tool for building your wealth. But the rules and requirements can confuse even experienced investors, leading to costly mistakes. That's why we're dedicating our next session to teaching you how to steer clear of the 7 biggest pitfalls.

Since saving for retirement involves many factors beyond your control, eliminating these errors is essential. So by learning how to navigate these challenges now, you reduce the risk of cracking your nest egg later.

Watch this replay to:

  • Recognize the top 7 IRA management mistakes and understand their consequences
  • Develop strategies to avoid penalties and stay compliant
  • Build positive habits to proactively manage retirement accounts

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Emerging Trends and Risks in Short-Term Rentals [November 2024]

Since Airbnb disrupted the hotel industry in 2007, short-term rental (STR) properties have grown into a $64 billion market. With 2.4 million active listings, many alternative investors have turned to hospitality for building wealth. But the shifting legal landscape is creating new challenges. 

Whether you're new to STR investing or an experienced host, staying informed is key. Because a
s the market shifts, savvy investors can capitalize on emerging trends. So join real estate expert, Neal Bawa, for clear strategies to help you avoid pitfalls, work through new regulations, and succeed in this fast-changing market.

Don't miss your chance to learn:

  • The latest trends shaping short-term rentals
  • Key risks and benefits of STR investing
  • How to stay compliant with shifting rules
  • Tips for managing properties effectively
  • The top locations for STR investment opportunities

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Invoice Factoring: What To Know Before Investing [October 2024]


In business, cashflow is the lifeline for every company. So when funding becomes urgent, some companies need invoices paid faster than scheduled. Enter invoice factoring. 

Factoring provides a business expedited invoice payment at a discounted rate. In exchange for this cash injection, investors collect a tax based on how prompt invoices are paid. And with fewer bank loans available, the need for cashflow from private investors presents you an opportunity. 

For alternative investors like you, invoice factoring can provide another stream of income. And since factoring is not isolated to one industry, that flexibility helps you stay agile. Curious if it's right for your investing goals? To verify if factoring is for you, come learn the basics with the Executive Director of the International Factoring Association, Tania Daniel.

Watch this replay if you want to learn how to:

  • Explain factoring investments and how they work
  • Differentiate factoring from traditional bank financing
  • Describe the potential benefits and risks to your strategy
  • Minimize risk by partnering with the right factors

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