Advisors & Issuers

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For over 40 years, The Entrust Group has empowered investors to take control of their retirement portfolios with self-directed IRAs. Now, we’re ready to invest in your career. Whether you’re a financial advisor, investment issuer, or other financial professional, explore how SDIRAs can become a powerful asset to grow your business and achieve your professional goals.

Learning Center

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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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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.

The Entrust Group Blog
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distributions

8 Popular Questions About Required Minimum Distributions

8 Popular Questions About Required Minimum Distributions

Here are answers to eight important questions about RMDs, including account types important deadlines, calculation methods, and potential penalties.
Self-Directed IRA Distribution Rules: Everything You Need to Know

Self-Directed IRA Distribution Rules: Everything You Need to Know

Learn about self-directed IRA distribution rules, like cash distributions vs in-kind distributions. Plus, find out how to determine your RMD.
Legacy Planning Guide for IRA Holders and Their Beneficiaries

Legacy Planning Guide for IRA Holders and Their Beneficiaries

In this IRA legacy planning guide, we delve into the complexities of IRA inheritance, tax implications, and the latest legislative changes.
5 IRA Tax Forms Every SDIRA Holder Should Know

5 IRA Tax Forms Every SDIRA Holder Should Know

Have IRS tax form questions? You're not alone. Let's uncover the purpose of each IRA tax form so you can have a simple, stress-free tax season.
Give Back With Qualified Charitable Distributions

Give Back With Qualified Charitable Distributions

If you are at least 70½, you can make a qualified charitable distribution. With this strategy, you may direct a portion of your RMD to a nonprofit.
SECURE Act 2.0 is Law: How Will it Impact Your Retirement Portfolio?

SECURE Act 2.0 is Law: How Will it Impact Your Retirement Portfolio?

In December 2022, President Biden signed the Secure Act 2.0 into law. Here are 22 ways the new legislation might impact your retirement savings strategy.
3 Things You Need to Know About Qualified Charitable Distributions

3 Things You Need to Know About Qualified Charitable Distributions

Qualified charitable distributions through self-directed IRAs are now tax-exempt for 2016 and beyond. This is what you need to know.
Reporting Common IRA Transactions on Individual Tax Returns

Reporting Common IRA Transactions on Individual Tax Returns

Let’s take a look at some of the most commonly asked questions about IRA transactions.