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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.

Latest Blog Posts

Original strategies and insights for intrepid investors.

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529 to Roth IRA Rollovers: What You Need to Know

529 to Roth IRA Rollovers: What You Need to Know

With a 529 rollover to a Roth IRA, you can now move unused 529 plan funds into a Roth IRA for the same beneficiary, up to a lifetime limit of $35,000.
2025 Inherited IRA Rules: What You Need to Know

2025 Inherited IRA Rules: What You Need to Know

Inherited IRA rules have never been more complex than in 2025. Get you the information you need to make an informed decision with your inherited IRA.
The Ultimate Guide to Buying Distressed Properties

The Ultimate Guide to Buying Distressed Properties

Learn how to buy distressed properties, real estate assets that are under financial duress due to the owner’s inability to meet financial obligations.
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.
Tax Tips for Self-Directed IRA Holders

Tax Tips for Self-Directed IRA Holders

In this post, we’ll answer some of the top questions that SDIRA holders ask us each year about their self-directed IRA tax returns.
How to Complete a 401(k) to Gold IRA Rollover: Your Step-by-Step Guide

How to Complete a 401(k) to Gold IRA Rollover: Your Step-by-Step Guide

Learn the process of rolling over your 401(k) funds into a Gold IRA. Explore the potential benefits and the key steps to ensure a seamless transition.
Investing in AI in 2025 and Beyond

Investing in AI in 2025 and Beyond

Discover strategic ways to invest in AI, from ETFs to private equity. Harness the benefits of this technology while optimizing a tax-efficient portfolio.
Non-Recourse Financing: Benefits and Considerations

Non-Recourse Financing: Benefits and Considerations

Non-recourse financing grants leverage without the need for collateral. Delve into the pros, cons, and step-by-step process to secure a non-recourse loan.