<img src="//bat.bing.com/action/0?ti=5104607&amp;Ver=2" height="0" width="0" style="display:none; visibility: hidden;">

Learning Center

Learning-Center-menu-image-1

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

teg-symbol-about-entrust-menu-image

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

AdobeStock_629683473_LC_Events_2

Expanding Your IRA Investment Strategy With An Expert Roundtable

Looking for new IRA investing ideas? Join the discussion in our upcoming expert roundtable on alternative asset market trends and investment strategies. Save your seat at the table today!

Date: Wednesday, March 20, 2024
Time: 11:00 a.m. PT / 2:00 p.m. ET

Webinar Recordings

Top Disruptive Real Estate Trends in 2024 [February 2024]

Curious about the future of real estate? Us too! This one is for you! Get data-driven insights for your IRA investment strategy from one of today's top real estate experts, Neal Bawa.

Don't miss your chance to learn how to:

  • Apply real estate trends to your retirement strategy

  • Identify up-and-coming markets

  • Avoid common investor mistakes

Watch Video

2024 IRA Essentials: Changes & Deadlines All Holders Should Know [January 2024]

Curious about the new IRA limits, laws, and deadlines? Stay ahead by learning new contribution limits and deadlines that will impact your retirement strategy.

In this replay, you will learn: 

  • Important 2024 dates and deadlines that you must be aware of
  • New contribution limits, phase-out limits, and cost-of-living adjustments
  • Potential laws that might impact your retirement plan in 2024

Watch Video

Preparing IRA Beneficiaries to Secure Your Legacy [December 2023]

Your IRA beneficiary’s future success depends on you preparing them now. Once you've made your selection, you must educate them to ensure they are ready to manage their inherited IRA. Wondering what you both need to know? 

In less than 20 minutes, learn how to: 

  • Evaluate your beneficiary family tree
  • Understand essential laws and regulations
  • Navigate important beneficiary actions and deadlines
  • Protect your legacy by avoiding common pitfalls

Also, find a bonus beneficiary preparation checklist below the video!

Watch Replay

IRAs and Energy Investments: Expert Advice and How-Tos [November 2023]

Looking to fuel your retirement strategy with the power of energy investments? You're in the right place. Join us for your modern introduction to oil & gas investments with minerals expert, Derreck Long. 

For all levels of investing experience, tune in to learn how to: 

  • Understand the fundamentals of the natural energy industry
  • Uncover oil & gas market trends that are shaping the industry
  • Explore current investment strategies available for IRAs
  • Identify the risks and best practices to consider before investing

Watch Replay

Digital Asset Investments: Navigating Today’s Blockchain Market [October 2023]

Like all revolutionary technologies, blockchain disrupted the global economy. And institutions continue to bet on the industry’s future success. To capitalize, you must learn digital asset fundamentals and market trends. Wondering if blockchain suits your retirement strategy?

Get your modern introduction to blockchain investments with expert Cory Rodriguez. In this replay, you will learn how to:

  • Describe how digital assets are created and what makes them valuable
  • Evaluate the volatility of today’s market and capitalize on current trends
  • Assess all ways you can passively invest in each sector with an IRA
  • Maintain your IRA’s exempt status by complying with investment & reporting regulations 

Watch Replay

Investing With IRA LLCs: Is Checkbook Control Right for You? [September 2023]

Millions of alternative investors use LLCs (Limited Liability Companies) in their retirement strategy. To learn if an LLC benefits your IRA investments, you must evaluate the impact of using an LLC. Curious if an LLC is right for you?

Get an expert introduction with LLC maestro, Jay Butler. In this session, you will learn: 

  • If an LLC is appropriate for your alternative investment strategy
  • All unique advantages that make LLCs valuable for IRAs
  • Which risks are unique to investing with an LLC
  • Permitted investment options and associated regulations to avoid penalties
  • How to get started and stay savvy during tax season

Watch Replay

Go To All Recordings

Professional IRA Training

IRA Academy 2024 information will be available soon. Check back later for updates!