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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.

Webinars

Find the latest on our upcoming live webinars and recordings in case you missed it.

Live Upcoming Webinars

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Invoice Factoring: Everything to Know Before Investing

In business, cashflow is king. So when funding becomes urgent, some companies need invoices paid faster than scheduled. Enter invoice factoring. For investors like you, factor investing can provide another stream of income for your IRA. Curious if it's right for your investing goals?

Date: Thursday, October 24, 2024
Time: 11:00 a.m. PT / 2:00 p.m. ET

Webinar Recordings

From Novice to Pro: How to Invest in Storage Units With Your IRA [October 2024]

For investors like you, storage units can create another stream of passive income for your retirement strategy. And you even have the chance to grow your investments tax-free with a Roth IRA. But before investing, you must learn how it works. 

To succeed, it's vital that you understand these operations and how to research storage markets. Each investment type has unique strategies, risks, and growth potential to consider. That's why we brought in storage expert, Matt Blackwell, to walk you through each step. 

In this replay, you will learn how to:

  • Utilize current market trends in your storage strategy
  • Identify benefits and risks of each investing strategy
  • Analyze markets to find investment opportunities 
  • Vet opportunities with advanced due diligence
  • Invest in storage units with and without an IRA

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Trust Deeds 2.0: How Experts Find and Vet Investments [September 2024]

Ready to get involved with trust deed investing and wondering where to start? Or maybe you found an investment but not sure if it's legitimate. No matter your experience, you must learn how to research modern markets opportunities and vet investments for legitimacy before investing.

In this replay, trust deed expert, Kevin Amolsch, walks you through these essential practices. Check it out if you want to learn how to: 

  • Understand trust deed basics that interested investors must know first
  • Analyze market data to identify investment opportunities 
  • Vet opportunities for legitimacy & strategic alignment with proper due diligence 
  • Explain how investments practically work using real-world examples 
  • Use best practices for getting started and maintaining investments with your IRA

Watch Replay

Generative AI Investing: Your Expert Introduction [August 2024]

For tech investors like you, AI is another alternative to create passive income for your retirement strategy. You can even grow investments tax-free with a Roth IRA. But first, you must learn what generative AI is and how it works. 

Next, you need to understand your options and how AI investments are structured. Each investment type has unique strategies, risks, and growth potential to consider. That's why we're bringing you an expert introduction with the AI vets of Atombeam Tech: CEO, Charles Yeomans, and Chief Scientific Officer, Josh Cooper PHD.

Watch this replay to learn how to: 

  • Describe generative AI and how it works
  • Identify benefits and risks of each investing strategy
  • Incorporate market trends into your strategy
  • Start vetting opportunities with basic due diligence
  • Invest in AI with an IRA

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Finding and Vetting Investments: Private Equity and Venture Capital [June 2024]

From unicorn startups to historic buyouts, private investments show us what’s possible when you find a great opportunity. In the worlds of private equity and venture capital, you must learn how to research the right information and ask the right questions. Each has unique strategies, risks, and growth opportunities to consider when analyzing opportunities. And with an IRA, you have the chance to grow your investments tax-free. 

In this replay, you will learn: 

  • The fundamentals and differences of private equity and venture capital 
  • How to find and vet investment opportunities with due diligence
  • What it looks like to align your investments with your goals
  • How to start investing with an IRA

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Car Wash Investing With Your IRA [May 2024]

With Spring in full swing, drivers want their vehicle to look great. But everyone needs a car wash first. So, as demand for express car washes grows, savvy investors like you can identify gaps in this market to find investment opportunities.

Unlike most private equity investments, these offer you a passive structure with a familiar business you've used. With a variety of operations and funding methods, you have the flexibility to find which model fits your IRA strategy best. 

Wondering how car wash investing works but not sure where to start? 

Watch this replay to learn how to:

  • Understand express car wash operation fundamentals 
  • Analyze benefits and risks
  • Explain how investments work using real-world examples 
  • Find and vet investment opportunities with proper due diligence 
  • Get started with your IRA

Watch Replay

What You Should Know About Real Estate-Backed Lending [April 2024]

With stubborn inflation and relatively high interest rates, some investors are turning their attention to private lending opportunities like deeds of trust. In essence, trust deeds serve as a security interest in real property, similar to a mortgage.
 
However, unlike mortgages, which involve two parties, deeds of trust involve three parties: the borrower, the lender, and the trustee. This third-party trustee holds legal title to the property until the loan is repaid or until foreclosure occurs. 

In this replay, you will learn: 

  • The trust deed basics for a foundational understanding to build on
  • Potential benefits and risks unique to trust deeds
  • Why due diligence is so important for investors 
  • How current market forces affect trust deed investors and investments

Watch Replay

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