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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.

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IRA LLCs Explained: Pros, Cons, and Essential Rules


 

Thinking about using an LLC for your IRA investments, but not sure if it’s the best move? You’re in the right place. This webinar will break it all down—how it works, when it makes sense, and what to watch out for. 

In this replay, we walk you through this strategy step-by-step to help you decide if an IRA LLC is a good fit for your investment goals. 

What You’ll Gain:

  • A clear understanding of how IRA LLCs work
  • Step-by-step guidance on setting one up the right way
  • Key tax rules, compliance tips, and what to watch out for
  • Actionable tips to navigate the investment process

Date: March 19, 2025
Duration: 1 Hour 26 Minutes (including 24-minute Q&A starting at 1:01:15)
Presenters:

  • Tony Unkel - Business Development Manager at The Entrust Group
  • Bernard Reisz - Lead Strategist and Educator at ReSure Financial

Presentation Slides: View or download the presentation slides here.
Presentation Audio: Stream or download the mp3 here.
Audio Transcript: View or download the transcript here
Presentation Timestamps:
Section 1
: How IRA LLCs Work
       • Starts: 3:00
       • Ends: 12:45
Section 2: Benefits of an IRA LLC
       • Starts: 12:57
       • Ends: 25:34

Section 3: Setting an LLC Up the Right Way
       Starts: 25:43
       • Ends: 43:40
Section 4: Key Tax Rules, Compliance Tips, and What to Watch Out For
       Starts: 43:41
       Ends: 54:28
Section 5: Actionable Tips to Navigate the Investment Process
       Starts: 54:29
       • Ends: 59:33
Section 6: Q&A
       • Starts: 1:01:15
       • Ends: 1:25:58

We host monthly webinars on a variety of topics. Check out our event page to learn about upcoming event.

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