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This workbook will help you answer these 3 questions...

  1. How much am I currently paying in fees?

    If you have an old employer-sponsored retirement savings account or an IRA that has been sitting around for a while, do you know what you're paying in fees?

    All employer-sponsored plans and IRAs have to disclose their fees on your quarterly statements. However, they may be buried in the fine print, or you may just never think to look for them. 

    Download this kit to better understand the management fees you're currently paying, and whether an IRA can help you reduce what you pay in fees.

  2. Is my 401(k) underperforming?

    Most 401(k)s limit your investment options to stocks, bonds, and cash to keep their costs down — often at your expense.

    This lack of flexibility and access to alternative assets may result in an underperforming portfolio and a limited ability to make changes.

    Download this kit to learn about the alternative investments you can invest in with an IRA.

  3. Can I take control of my retirement savings?

    When you choose an IRA, you are choosing to take an active role in your retirement planning.

    Instead of being restricted to preselected funds in your 401(k), an Entrust Self-Directed IRA gives you access to alternative assets such as real estate, LLC, secured notes, and precious metals. This gives you the power to diversify your portfolio, reduce management fees, and choose investments you’re comfortable with.

    Download this kit to learn whether your 401(k) can rollover or transfer into an IRA, the type of IRA that's best for you, and exactly how you can make the switch (and the help that's available to you).

Download The Entrust Financial Fitness Workbook

Learn whether an IRA is right for you and how easy it is to get started

About The Entrust Group

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.

Why Choose Entrust?

experience

Experience

We’re not just another Self-Directed IRA administrator; we’re the originator. Ours is expertise you can count on.

esa-coverdell

Education

Supercharge your alternative investment strategy with the educational content from our Learning Center.

Check out our Learning Center
exceptional-service

Exceptional Service

Our team is devoted to helping you self-direct your account(s). You can depend on us to be timely, accurate, and friendly.

account-management

Account Management

Manage your Entrust account online 24/7 with our client portal (voted “Best Online Portal” by Investopedia) and our mobile app.

myDirection-visa

myDirection Visa Card

Streamline your transactions with this prepaid asset management card. The myDirection Visa Card provides immediate access to your funds so you can pay real estate investment expenses on the go.

Learn more about myDirection Visa Card