**The Entrust Group will be closing at 3pm on Tuesday, December 24th and closed Wednesday, December 25th. We will resume normal business hours on Thursday, December 26th. **

Advisors & Issuers

investment-options-menu-image

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

Learning-Center-menu-image-1

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

teg-symbol-about-entrust-menu-image

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
Posts filtered by topic:

plan resources

You Asked, We Answered: Transfers vs. Rollovers - Which One is Right for You?

You Asked, We Answered: Transfers vs. Rollovers - Which One is Right for You?

The differences between a rollover and a transfer are important when moving your funds from a 401(k) to a self-directed IRA with TEG. Here's our Q&A...
You Asked, We Answered: Taxes on Your Retirement Plans with Expert John Paul Ruiz

You Asked, We Answered: Taxes on Your Retirement Plans with Expert John Paul Ruiz

This webinar will answer questions about the different types of individual retirement accounts, as well as employer-sponsored plans and their tax benefits.
Recent Stock Market Events Highlight The Importance of  Diversification 

Recent Stock Market Events Highlight The Importance of  Diversification 

On February 5, 2018, the stock market plunged to an all-time low. Investors are worried about their stocks and bonds. This move will alleviate that worry.
Timely Tips: Contribution Deadlines for Small Business Owners [March & April]

Timely Tips: Contribution Deadlines for Small Business Owners [March & April]

Deadline dates for small business owners who hold IRA accounts, for the months of March and April 2018.
You Asked, We Answered: Tax Cuts and Jobs Act of 2017 and its Effect on Retirement Plans

You Asked, We Answered: Tax Cuts and Jobs Act of 2017 and its Effect on Retirement Plans

Here are the frequently asked questions from our webinar on the Tax Bill and Jobs Act of 2017 and how it affects retirement and other tax-advantaged plans.
Funding Your IRA with a Rollover - Here's How It's Done

Funding Your IRA with a Rollover - Here's How It's Done

Are you ready to roll over your 401k funds to a self-directed IRA? We've made the process easier for everyone! Here's how it's done...
A Taxing Time of Year: 7 Tips to Help You Prepare

A Taxing Time of Year: 7 Tips to Help You Prepare

The year is starting and that means tax season has already begun. This year, the April 17th tax deadline is fast approaching. Are you prepared?
3 Ways to Have a Satisfying Retirement (The One Way to Get You There!)

3 Ways to Have a Satisfying Retirement (The One Way to Get You There!)

Long-term care, staying active, staying on top of expenses, and saving early are all contributing factors to a satisfying retirement. Read more here...