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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

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.
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.
Higher IRA Contribution Limits Create Opportunity for SDIRA Investors

Higher IRA Contribution Limits Create Opportunity for SDIRA Investors

The IRS has released the IRA contribution limits for 2023. Stay up to date on the latest limits and learn how you can use take advantage of the increase.
What a Relief: New 2020 Tax Deadline and the Unemployment Compensation Exclusion

What a Relief: New 2020 Tax Deadline and the Unemployment Compensation Exclusion

The IRS announced the deadline to file 2020 taxes has been extended from April 15 to May 17, 2021 due to hardships caused by the COVID-19.
Cost of Living Adjustments in 2021 and How They Affect Your IRA

Cost of Living Adjustments in 2021 and How They Affect Your IRA

COLAs are announced by the IRS every fall. The amount you can contribute to your IRA or deduct on your tax return can change based on the year’s COLAs.
Your Tax Strategy for 2021

Your Tax Strategy for 2021

Getting ready to file your tax return? Here's a post-tax routine to simplify your 2021 taxes.