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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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taxation

State-by-State Capital Gains Tax Rates for 2024

State-by-State Capital Gains Tax Rates for 2024

State capital gains taxes can take out a chunk of your portfolio profits. Explore the top capital gains tax rate for each U.S. state.
When a Roth IRA Meets Real Estate Investing

When a Roth IRA Meets Real Estate Investing

Combine the tax-free potential of a Roth IRA with the benefits of real estate. Thousands of Entrust clients have exactly done that with a Roth SDIRA.
All You Need to Know About UBIT, UBTI, and UDFI

All You Need to Know About UBIT, UBTI, and UDFI

UBIT, UBTI, and UDFI are regulatory measures designed to ensure that tax-exempt organizations and accounts do not exploit their tax-exempt status.
7 Tax Benefits of Real Estate Investing

7 Tax Benefits of Real Estate Investing

Capitalize on seven tax benefits of real estate investing, including depreciation deductions, 1031 exchanges, and self-directed IRAs.
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.
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-Deferred vs Tax-Free: How to Pick the Right Plan

Tax-Deferred vs Tax-Free: How to Pick the Right Plan

Tax-deferred or tax-free growth? Learn how to decide which is right for you. Explore account types, pros and cons, and the role of tax diversification.
16 Ways to Lower Your Tax Bill

16 Ways to Lower Your Tax Bill

How to lower your tax bill? Know your acronyms. Find out how to make FSAs, HSAs, QCDs, and SDIRAs work for you, plus 12 other ways to lower your tax bill.