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Self-Directed IRA Rules

Opening a Self-Directed IRA (SDIRA) allows you to have complete control over your retirement account. Here are the essential rules you need to follow to keep your IRA in good standing.

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The end of the year is in sight, and with that comes fair market valuations. The fair market value of an IRA must be reported to the IRS by the IRA’s custodian by December 31 each year.

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Blog Articles

10 Things You Should Know Before Investing in Real Estate

So what should you know before you invest in real estate? Let’s dive in.

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Blog Articles

Looking for New Investment Ideas? Meet Entrust Connect

Our online marketplace, Entrust Connect allows you access to private offerings that other Entrust clients have invested in.

One of the greatest advantages of a Self-Directed IRA (SDIRA) is that it gives you the freedom to invest in things that interest you.

Thanks to the SECURE Act of 2019, the age barrier to making Traditional IRA contributions will no longer be an issue as of tax year 2020. This blog will explore the new rules changes.

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Blog Articles

5 Steps to Kickstart Your 2020 Tax Strategy

Whether you’ll be among those who make it over the April 15 finish line to file your 2019 tax return on time, or you filed for an extension, your post-tax routine should include preparation for 2020 taxes.

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Blog Articles

Tax-Free or Tax-Deferred? How to Pick the Right Plan

Choosing a retirement plan can be daunting. One of the key choices you’ll need to make is between tax-free and tax-deferred plans.

Everything you need to know about investing in an LLC with a Self-Directed IRA.

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Blog Articles

Here’s What You Can Do With Your Account Earnings

Chances are that before you’d even opened your Self-Directed IRA account, you’d already picked your first investment. If you’ve recently sold that initial investment, you might be at a loss for what to do next.

Most people know what a Traditional IRA is, yet many who are familiar with the concept of IRAs still aren’t aware of the Roth IRA. According to the Investment Company Institute, 69 percent of IRA holders in 2016 had Traditional IRAs, while ...

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Blog Articles

How Much Money Do You Need to Retire? Consider These 4 Factors

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Blog Articles

When a Roth IRA Meets Real Estate Investing

Real estate is the most popular investment choice for our clients. You have a lot of options when it comes to the type of account you can hold to invest in real estate, but today, we’ll discuss investing in real estate using Roth IRAs.

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Blog Articles

Are the Airbnb Investment Properties in Your Self-Directed IRA Subject to Tax?

Short-term rental platforms like Airbnb, HomeAway, and VRBO didn’t exist when IRAs were created in 1974. But the IRS has always allowed investors to own real estate in their tax-advantaged retirement savings accounts.

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Webinars & Educational Videos

How to Take Advantage of IRAs Before the Tax Deadline

In this webinar, we'll cover which compensations are taxable, the tax advantages of each type of account, contribution limits/deadlines, and much more!

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Blog Articles

401(k) or IRA? Why Smart Investors Use Both

Which retirement vehicle should you use to save for a secure retirement, an employer’s 401(k) or an Individual Retirement Arrangement (IRA)? Both is the smart answer! This article will go through some of the distinctions that define these t...

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Webinars & Educational Videos

2019 Real Estate Key Trends: What You Should Know Before Planning Your Investment Strategy

Looking to invest in real estate in 2019? Before you start planning your investment strategy, watch this webinar and learn the 2019 key real estate trends.

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Webinars & Educational Videos

Tax Cuts and Jobs Act of 2017 – What’s Changed for Retirement Plans and Why It Matters

We’ll cover how recent changes to the Tax Cuts and Jobs Act of 2017 may affect your decisions regarding your individual retirement plan.

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Webinars & Educational Videos

Ways to Protect Your Self-Directed IRA from Fraud

As an investor, it’s always beneficial to make sure your investments are secure from fraudulent activity and scams. We will be going through the...

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Webinars & Educational Videos

Make the Most of Your IRA by Understanding Prohibited Transactions

A self-directed IRA allows you to have more investment options and flexibility, compared to many other retirement accounts. However, it is very important to...

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Webinars & Educational Videos

Can’t decide if you want to roll over or transfer your old 401(k)? This webinar will help you choose which one is best for you.

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Webinars & Educational Videos

Taxes on Your Retirement Plans with Expert John Paul Ruiz [Live Q&A Webinar]

Learn from the questions and answers from this webinar regarding your retirement plan.

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Webinars & Educational Videos

Tax Cuts and Jobs Act of 2017: Effects on Retirement Plans and Other Tax Favored Accounts

This webinar explores the possible effects to retirement plans created by the new tax law.

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Webinars & Educational Videos

7 Mistakes Real Estate IRA Investors Make

We’ve put together the top 7 mistakes that Real Estate IRA investors make in this informative webinar.

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Webinars & Educational Videos

Invest Like a Venture Capitalist

Watch this recorded webinar and learn about investing in privately-held entities, such as companies or small businesses.

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Webinars & Educational Videos

3 Tax Advantages For Small Business Owners

Learn about the various tax-advantaged retirement savings plans available to small business owners in this webinar.

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Guides

Offshore Real Estate & Self-Directed IRAs

When looking offshore, having an open mind and doing some basic research on the country in which you’re interested in can help you find the best investment opportunities. Here are a few important tips to help you make informed decisions.

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Webinars & Educational Videos

6 Self-Directed IRA Rules Investors Need to Know

In this webinar, we discuss the 6 key rules investors need to know about self-directed IRAs:

Learn how you can get started with crowdfunding for real estate within your self-directed IRA.

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Blog Articles

5 Common Mistakes to Avoid When You Retire

If you have accumulated the savings you need to retire and you are approaching your last days of work, congratulations! Hopefully you have some dreams you want to follow now that you can live off your savings. Regardless of whether you have...

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Blog Articles

6 Essential Self-Directed IRA Rules

Knowledge is power, especially when it comes to knowing the rules that govern self-directed IRAs. When you understand and follow the IRS regulations, you can avoid penalties and maximize your retirement savings.

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Blog Articles

How to Directly Rollover a 401(k) to a Self-Directed IRA

Did you leave a 401(k) with an old employer? Do you have a non-performing 401(k) that is sitting around gathering dust? If you answered yes to either of these questions, you might want to roll over your retirement funds to a self-directed I...

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Blog Articles

Using a Self-Directed IRA to Invest in an LLC

One investing option that is available to people who own self-directed IRAs is the ability to purchase ownership in a limited liability company (LLC).

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In today’s uncertain economy, savers are exploring other investment opportunities to invest their retirement plan assets as an alternative to stocks, bonds, CDs, and mutual funds. The retirement industry has coined the term ”self-directed” ...

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Blog Articles

2 Ways to Invest in Promissory Notes with Your IRA

Promissory notes offer individuals with additional investing options, and another way to diversify their investments. A promissory note is a debt-based financial instrument that involves one party making a written promise to repay a debt un...

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Blog Articles

Seeking a Non-Recourse Loan vs an Investment Partner for Your Real Estate Investment

Some of you may have considered a non-recourse loan for your real estate investment, either because you are short on cash or you want to use loaned monies as leverage for your investment, or possibly both. While it’s true that a non-recours...

Anyone who has ever filed a tax return knows that the devil is in the details when it comes to dealing with the IRS. That is doubly true when it comes to moving money from one retirement savings vehicle to another. Choosing the wrong method...

Funding a self-directed IRA with a transfer is the first step to investing with these tax-advantaged savings accounts, so it is a necessary part of holding alternative investments in your retirement account. Let's take a closer look at tran...

Heights. Public speaking. Snakes. People have lots of fears, but planning for retirement shouldn’t be one of them. To the contrary, you should be afraid of not planning. Being in control is the best route to a comfortable retirement, and se...

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Why Capturing Direct Rollovers is Essential in Today's Retirement Market

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3 Things Keeping You from Saving for Retirement

Collectively, Americans have $7 trillion invested in their IRA accounts. But on an individual level, a recent survey from the Transamerica Center for Retirement Studies found that the typical worker’s retirement account has a balance of onl...

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Blog Articles

3 Reasons Why Gold Doesn't Collapse Like the Stock Market

There are probably as many investment theories as there are investors. Apart from the obvious — buy low, sell high — these theories, or strategies, may be driven by data, by advice received from advisors, by personal experience, or even by ...

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Blog Articles

New Study: Gold Proves to Stay Strong Year After Year for Investors

Even without the recent stock market convulsions, investors big and small are seeing the value of precious metals as part of a well-rounded portfolio. The World Gold Council maintains one of the world’s oldest assets—gold—pairs well with on...

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Blog Articles

Funding Your IRA with a Rollover - Here's How It's Done

Like many Americans, you may have a 401(k) from previous jobs. When you left your old job, did you leave your retirement savings behind? Cashing out will leave you with paying fees, and leaving the funds untouched prevents you from reaching...

Are you one of those parents (or grandparents, aunts, uncles) who will spend more that you should on your children over the holidays? You won’ be alone. A majority of 62% of parents surveyed by T.Rowe Price for its 2015 Parents, Kids & Mone...

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Blog Articles

Apply These 4 Strategies to Start Saving for Retirement now

Far too many Americans are not financially ready for retirement: nearly half have no retirement savings at all. According to the National Institute on Retirement Security, two out of three working households with income providers between ag...

Generally, if a self-directed IRA owner takes an early distribution from a retirement account, meaning he/she withdraws money before reaching the age of 59 ½, the IRS will impose an additional tax penalty on any taxable distribution. Howeve...

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Blog Articles

Are You Certain You Want to Convert to a Roth IRA in 2018?

Starting tax year 2018, taxpayers must be very certain when they initiate converting their Traditional IRAs or a Direct rollover of non-designated Roth accounts from their 401(k), 403(b) or governmental 457(b) plans to a Roth IRA. Reason be...

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Discover free, quality, educational downloads including articles, reports, webinars, and more. Filter by topic and content type below.

2022 ESG Trends: What Renewable Energy Investors Should Know

How to Invest in Real Estate Debt With Private Funds

Tax Tips for Self-Directed IRA Holders

Evaluating Early Stage Startups: An Investor's Introduction

2022 Retirement Plan Deadlines Calendar

2022 Self-Directed Plan Comparison

2021-2022 Contribution Limits

2022 Retirement Plan Contribution Cost-of-Living Adjustments

Self-Directed IRAs: What Do You Want To Know?

Prohibited Transactions Flowchart

Protecting Yourself and Your Family from Financial Elder Abuse

Preparing Your IRA Beneficiaries For The Future

The Crowdfunding Revolution: What Investors Should Know

Top 7 Trends Disrupting Real Estate in 2021

Choosing Your Path: Direct Real Estate Investments vs. REITs

Cryptocurrency Investing: Meet the Digital Age of Finance

Self-Directed IRAs 101: Master the Basics

Growing Your Retirement Savings With Multifamily Real Estate

Self-Directed IRA Rules

Investing inSelf-Storage:An Expert Introduction

Take Charge of Your Investments With an IRA LLC

Making the Business Case for Renewable Energy Investments

Your Tax Strategy for 2021

Reporting Common IRA Transactions on Individual Tax Returns

The Easy Way to Pay Your Real Estate Investment Expenses

Fair Market Valuations: What They Are and How To Report Them

10 Things You Should Know Before Investing in Real Estate

Looking for New Investment Ideas? Meet Entrust Connect

Want to Help Local Businesses? Consider Crowdfunding

A Better Way to Invest in Your Child’s Education

How Changes in the SECURE Act Affect Qualified Charitable Distributions

Investing in Gold: Where to Stash It

IRS Provides Relief With Notice 2020-51

You Can Use Your Retirement Plan for COVID-19 Relief

How to Choose the Right Tenants for Your Rental

Upcoming IRA Contributions and IRS Form 5498 Deadlines

Self-Directed IRA Rules

90 Things You Can Invest in With a Self-Directed IRA

Tax-Free or Tax-Deferred?

6 Obstacles That Might Prevent You From Opening a Self-Directed IRA

How to Increase Your Portfolio’s Resilience During the COVID-19 Pandemic

How the CARES Act Affects Retirement Plans

The 2020 Tax Deadline Has Been Extended

Required Minimum Distributions Have a New Starting Age

You Might Want to Rollover Your Old 401(k) into an IRA—Here’s Why

Age Limits on Traditional IRA Contributions? Not Anymore

5 Steps to Kickstart Your 2020 Tax Strategy

Tax-Free or Tax-Deferred? How to Pick the Right Plan

What IRA Holders Should Know About the SECURE Act

Advisors: Here’s Why You Should Up Your Alternative Investment Game

5 Reasons Self-Directed IRAs Might Not Be for You

How to Raise More Capital for Your Offerings, Faster

IRA Contribution Limits for 2020

Here’s What Spooks People About Investing in Retirement

Creating a More Secure Retirement

Why You Need to Invest in Your Retirement

Your Distribution is Taxable in the Year It’s Distributed

Using a Self-Directed IRA to Invest in an LLC

Here’s What You Can Do With Your Account Earnings

5 Partnering Strategies To Help Your IRA Funds Go Farther

How to Invest in Gold With an IRA

Offshore Real Estate Investors: Here's Your Due Diligence in 6 Steps

You Can Use Your Retirement Account to Invest in Cryptocurrency

Bummed About the Stock Market? Here’s How to Diversify Your Portfolio

Decrypting Crypto: How to Invest in Digital Currency With Your Self-Directed IRA

Self-Direction and Real Estate Notes: Part 2

10 Reasons We Love Roth IRAs (And You Should Too)

How Much Money Do You Need to Retire? Consider These 4 Factors

What You Need to Know About Investing in Precious Metals

Take Control of Your Real Estate Investments With a Checkbook IRA LLC

How to Purchase That Asset You Can't Quite Afford

Recent Court Case Underscores the Importance of Not Engaging in Prohibited Transactions

SDIRA 101: Your Self-Directed IRA Basics

Investing in
Self-Storage:
An Expert Introduction