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The Real Estate IRA Purchase Process

This document will help you understand the steps you need to follow in order to invest in real estat...

Case Study: Purchasing a Rental Property with Retirement Funds

This case study follows Maria who is interested in owning real estate in a self-directed IRA. She’s ...

Third-Party Custodians of Self-Directed IRAs or Other Qualified Programs

Are you an informed investor? While self-directed IRAs can be a safe way to invest retirement funds,...

Retirement Plan Contribution Cost-of-Living Adjustments

The tax law places limits on the dollar amount of contributions to retirement plans and IRAs and the...

Funding Your Entrust Account

You have options when it comes to funding your Entrust self-directed retirement account. Once you’ve...

Trust Deed Investments: What You Should Know

This publication, "Trust Deed Investments: What You Should Know!" offered by the California Departme...

The Entrust Group Account Guide

Discover the Benefits of a Tax-Free or Tax-Deferred Entrust Self-Directed Account Retirement, Health...

Traditional IRA Guide

An IRA is an Individual Retirement Arrangement, or more commonly known as an Individual Retirement A...

Roth IRA Guide

A Roth IRA is an individual retirement plan that is funded with post-tax dollars, but all earnings, ...

Simplified Employee Pension (SEP) Guide

A SEP (Simplified Employee Pension) plan provides an easy, flexible, low-cost retirement option if y...

Savings Incentive Match Plan for Employees (SIMPLE) Guide

Fewer than 100 employees? Make it SIMPLE. A Savings Incentive Match Plan for Employees (SIMPLE) is a...

Individual 401(k)

Save more with an Individual 401(k) plan and expand your investment options with a self-directed acc...

Education Savings Account (ESA) Guide

A Coverdell Education Savings Account (ESA) is a way to save for your child's education on a tax-fre...

Health Savings Account (HSA) Guide

A health savings account is a tax-advantaged medical savings account for people who are enrolled in ...

IRC Section 4975: Prohibited Transactions

Avoiding disqualified persons and prohibited transactions.  

IRS Publication 590-A: Contributions to Individual Retirement Arrangements (IRAs)

Publication 590-A: Contributions to Individual Retirement Arrangements (IRAs)

IRS Publication 560: Retirement Plans for Small Business (SEP, SIMPLE, and Qualified Plans)

IRS Publication 560: Retirement Plans for Small Business (SEP, SIMPLE, and Qualified Plans)

IRS Publication 969: Health Savings Accounts and Other Tax-Favored Health Plans

IRS Publication 969: Health Savings Accounts and Other Tax-Favored Health Plans

IRS Publication 970: Tax Benefits for Education

 IRS Publication 970: Tax Benefits for Education

IRS Publication 598: Tax on Unrelated Business Income of Exempt Organizations

IRS Publication 598: Tax on Unrelated Business Income of Exempt Organizations

UBIT and UDFI (Understanding UBIT and UDFI)

UBIT and UDFI: Unrelated Business Income Tax and Unrelated Debt-Financed Income  

Abusive Roth Transactions

Internal Revenue Bulleting: 2004-4 January 26, 2004

Bankruptcy Protection

Rousey v. Jacoway (125 S. Ct. 1561 2005)  

Choosing Your Self-Directed IRA Company

When choosing a self-directed IRA company to manage your retirement funds, make sure to review the f...

Inherited IRAs

Separate accounting permitted for beneficiaries of trusts or estates (inherited IRAs)

IRA Comparison Chart

Discover which tax-free or tax-deferred Entrust self-directed account is right for you with this qui...

SEC Resources

The mission of the U.S. Securities and Exchange Commission is to protect investors, maintain fair, o...

Understanding the Basics of Self-Directed IRAs

Understand the Simplicity of an Entrust Self-Directed IRA.

Fix-It Guides - Common Problems, Real Solutions From the IRS

Tips on how to find, fix, and avoid common mistakes in retirement plans.

Prohibited Transaction Checklist

Planning a new transaction?  Use this quick checklist to make sure you are not engaging in a prohibi...

NASAA Informed Investor Alert: Private Placement Offerings

Are you an informed investor? Learn about private placement offerings and how to conduct the proper ...

IRS Rollover Chart

Learn more about permitted rollover transactions with this helpful chart from the IRS.

my Social Security

Use this government resource to learn more about your personal Social Security.

Required Minimum Distribution (RMD) Comparison Chart

View the IRS comparison of Required Minimum Distributions (RMDs) for IRAs and Qualified Plans.

State of California Bureau of Real Estate- Legal Requirements for Trust Funds

Legal requirements for receiving and handling trust funds in real estate transactions as set forth i...

Money Smart for Older Adults

Money Smart for Older Adults is designed to provide you with information and tips to help prevent co...

2015-2016 Contributions Limits for IRAs and Other Tax-Advantaged Plans

Contribution limits may not change a lot from year to year, but it’s important to keep track of the ...

IRS Publication 590-B: Distributions from Individual Retirement Arrangements (IRAs)

IRS Publication 590-B: Distributions from Individual Retirement Arrangements (IRAs)

IRS Publication 4285: SEP Checklist

Every year it's important that you review the requirements for operating your Simplified Employee Pe...

Interactive Plan Review For Business Owners

Are you a small business owner? Then, this interactive plan review is perfect for you. Find out whic...

IRS Publication 4284: SIMPLE IRA Plan Checklist

Every year it's important that you review the requirements for operating your Savings Incentive Matc...