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.
Once you have opened your self-directed IRA with Entrust you need to decide how you want to fund your account. Choose one of the three options below to learn how to get started with your investments!
An IRA Transfer is when the same type of retirement plan is moved from one firm to another. For example, moving your Traditional IRA from Oak Bank to another Traditional IRA to Maple Bank.
An IRA Rollover is when retirement funds are moved from a firm or out of an employer-sponsored plan (such as a 401(k)) to a new type of plan or administrator. In a rollover, a distribution is requested to fund your account.
IRA Contributions can be made to fund an IRA account by making regular cash contributions each year. This option requires the account holder to be under 70.5 years of age with earned income. You need to follow the IRS contribution limits.
You have options when it comes to funding your Entrust self-directed retirement account. Learn about Rollovers, Transfers, and Contributions.