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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.

Self-Directed IRAs

Entrust makes it easy for you to understand Self-Directed IRA Rules

Holding alternative investments, such as real estate, in a self-directed IRA can help you build retirement funds. However, because these accounts allow for more investment freedom, they are also associated with increased liability. In order to be successful when working within self-directed IRA regulations, due diligence is necessary for investors to limit the risk associated with their retirement investments.

The Entrust Group strives to help investors understand the broad spectrum of alternative investment options, including industry strategies, as well as the benefits of self-directed investing. Additionally, we make it our priority to educate clients about the rules they must follow to protect their savings.

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Investment Restrictions

A Self-Directed IRA’s investment options are practically endless, but they’re not without restriction. Per the IRS, your IRA can't invest in collectibles, s corps and life insurances.

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Prohibited Transactions

A prohibited transaction is any improper use of your retirement account by you, your beneficiary, or any other disqualified person. 

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Contribution Limits

An IRA contribution is the dollar amount that an IRA holder (or employer) puts into their IRA. Each type of IRA has an annual IRA contribution limit and date by which the contribution must be made.

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UBIT & UDFI

Unrelated Business Income Tax (UBIT) is frequent income from a business or trade that is related directly to the purpose of the retirement account. This tax is owed by the IRA and not by the account holder.

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Fair Market Valuation

A Fair Market Valuation (FMV) is used to assign the value of an asset. An appraisal along with an FMV Form must be submitted to Entrust on a yearly basis. Entrust is required to provide the FMV to the IRS for every asset held.
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IRA Distribution Rules

An IRA distribution describes a withdrawal of cash and/or assets from an IRA. Distributions can be taken at any time. The type of IRA will determine whether there are tax and penalties associated with distributions. 

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