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**The Entrust Group offices will close at 3 p.m. on Wednesday, November 27th, and will be closed all day Thursday, November 28th and Friday, November 29th. We will resume normal business hours on Monday, December 2nd. **

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Self-Directed IRAs

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What is a SDIRA?

Advisors & Issuers

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Overview

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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Learning Center Overview

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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What We Do

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.
Investment Options

Selling a real estate asset that is a part of your retirement plan is similar to a regular real estate transaction, except The Entrust Group handles and signs all of the documents on your behalf. As the IRA holder, you always have a say in the process and any assets you hold can never be sold without your permission.

4-Step Process for Selling Your Investment Property

Step 1: Work with a real estate agent familiar with self-directed IRAs and place the property on the market.

Step 2: The buyer will draw up a purchase contract, which Entrust will sign on behalf of your retirement plan. Make sure the seller on the purchase agreement is your IRA.

Step 3: Complete a “Sell Direction Letter” along with required documents, and submit it to Entrust. Refer to the recorded deed for proper titling of the documents.  Instruct Entrust to liquidate the asset via the Sell Direction Letter.

Note: You must notate all documents as “read and approved” with your signature and date. Do not sign the documents where a signature is required. Entrust must sign all documentation for the sale on behalf of you, the IRA holder.

Required Documentation:

  • Entrust’s Sell Direction Letter
  • Purchase Contract
  • Warranty or Grant Deed
  • Preliminary Title Report
  • Estimated Closing Statement (if applicable)

Step 4: Any money you receive from the sale of the property will be deposited in your IRA. The sale proceeds check or wire must be payable to The Entrust Group, Inc. FBO [Client or Plan Name], Account # [Entrust Account number].

The property sale is consummated between the IRA and the buyer.

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