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Self-Directed IRAs

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What is a SDIRA?

Professionals

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Professionals Overview

Stand out from the competition by offering your audience a way to diversify their portfolios.

Learning Center

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Learning Center Overview

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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What We Do

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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Mark Your Calendars: What IRA Holders Should Know About 2022

Preparation is the first step to any 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 2022?

Date: Wednesday, January 26, 2021
Time: 11:00 a.m. PT / 2:00 p.m. ET
Register Today →
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Evaluating Early Stage Startups: An Investor's Introduction

Being an early stage investor in the right startup can be a golden ticket to retirement. So, it’s no surprise IRA investors like you analyze each wave of new companies for lucrative opportunities. Searching for the next Uber or Robinhood?

Date: Wednesday, February 16, 2021
Time: 11:00 a.m. PT / 2:00 p.m. ET
Register Today →

Webinar Recordings

Self-Directed IRAs: What Do You Want To Know? [December 2021]

Wondering what top IRA investors have in common? Savvy investors seek out the wisdom of others. As proactive learners, they ask questions when they do not understand something. Are you a curious investor? 

If so, don't miss this Q&A webinar replay.

Watch Video

Preparing Your IRA Beneficiaries For The Future [November 2021]

Preparing your IRA beneficiary is a great responsibility. Beyond selection, savvy investors educate beneficiaries to ensure they are ready to manage their inherited IRA. Wondering what to teach them?

Learn how to prepare your beneficiary from the IRA maestro of The Entrust Group, John Paul Ruiz. After watching this replay, you will know:

  • How to evaluate your beneficiary family tree
  • Which laws and regulations all benefactors and beneficiaries must know
  • The order of required beneficiary actions and important dates
  • How to avoid common pitfalls

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The Crowdfunding Revolution: What Investors Should Know [October 2021]

Equity crowdfunding puts financial power back in the wisdom (and wallets) of the crowd. From start-ups to athlete contracts, modern crowdfunding empowers you to invest in the projects (or people) you believe in. Curious where to begin?

Start your crowdfunding education with this introduction from the experts at FanVestor. After watching this replay, you will know:

  • What equity crowdfunding is
  • How equity crowdfunding works
  • How to identify each campaign type
  • Why Reg A+, Reg CF, Reg D, and Reg S are so important
  • Top questions investors ask

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Top 7 Trends Disrupting Real Estate in 2021 [September 2021]

The only constant in real estate is change. And 2021 is no exception. As market disruptions create financial opportunities, savvy investors study annual trends to learn how to respond. Wondering what’s new this year?

Learn the top 7 disruptive real estate trends of 2021 from market research expert Neal Bawa. Watch this webinar replay to understand:

  • How work environments are evolving
  • How migration patterns impact markets
  • What’s causing the increased lumber pricing
  • How researchers are utilizing big data
  • Why augmented reality is changing the real estate industry

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Choosing Your Path: Direct Real Estate Investments vs. REITs [August 2021]

In real estate investing, it’s all about choosing the right path for you. Whether purchasing property directly or investing in REITs (real estate investment trusts), understanding your strategy is crucial for building your nest egg. Curious if these strategies are for you?

Start with an introduction on direct real estate investments vs. REITs from the experts at Upside Avenue. By the end of this replay, you will learn:

  • Why investors consider real estate
  • The basics of REITs (real estate investment trusts)
  • Differences between REITs & direct deals
  • Real estate market trends
  • How to fund your real estate investment

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Cryptocurrency Investing: Meet the Digital Age of Finance [July 2021]

Cryptocurrency marks the dawn of a new era for global finance. As institutional support for digital currency continues to grow, savvy IRA holders are considering crypto as a new alternative to traditional investments. Curious what the buzz is about?

Get an expert introduction from the crypto pros at Grayscale. In this webinar replay, you will learn:

  • How cryptocurrency works
  • Industry trends
  • Investment strategies
  • Benefits vs. risks
  • How to get started

Watch Video

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Professional IRA Training

IRA Academy 2022 information will be available soon. Check back later for updates!

Conferences & Tradeshows

No current events. Check back later for updates!

Talks & Workshops

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