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National Webinar Series | 3 Myths About Self-Directed IRAs

By:  The Entrust Group

There are many things that big custodian banks and even some financial advisors don't tell you about your retirement options.

IRS Publication 4285: SEP Checklist


Every year it's important that you review the requirements for operating your Simplified Employee Pension (SEP) plan. Use this checklist to help you keep your plan in compliance with many of the important rules.

IRS Publication 4284: SIMPLE IRA Plan Checklist


Every year it's important that you review the requirements for operating your Savings Incentive Match Plan for Employeed of Small Employers (SIMPLE) IRA plan. Use this checklist to help you keep your plan in compliance with many of the important rules.

National Webinar | Self-Directed IRA Q&A: All Your Questions Answered

By:  The Entrust Group

Tuesday May 12, 2015 - 11:00AM PST

Have a burning question about self-directed IRAs? Are you interested in learning how to get started?

National Webinar Series | Tax Return and IRAs What You Need To Know

By:  The Entrust Group

Whether you’re a current or new investor it will benefit you to better understand IRA contribution basics, including limits, deadlines, and which compensations are taxable. 

HOW-TO Open A Self-Directed IRA

By:  The Entrust Group

Opening a self-directed IRA is as easy as counting 1 – 2 – 3! We’ve outlined the 3 simple steps you need to follow to set up an account and get started. There’s even a checklist so you won’t forget anything.

National Webinar Series | 3 Ways To Grow Your IRA

By:  The Entrust Group

How many times have you utilized an online calculator to determine how much money you’ll need to enjoy a comfortable retirement? Probably a dozen. 

IRS Publication 590-B: Distributions from Individual Retirement Arrangements (IRAs)


IRS Publication 590-B: Distributions from Individual Retirement Arrangements (IRAs)


How to Open a Self-Directed IRA

By:  The Entrust Group

Discover how investors are building a well-rounded retirement portfolio through self-directed IRAs, simply because of their flexibility and capability to invest outside of traditional assets, such as stocks and bonds.

National Webinar Series | How Self-Directed IRAs Can Generate More Leads for You


There are many opportunities and advantages that self-directed retirement plans offer real estate professionals. View this recording to learn more today!

The Basics of Self-Directed IRAs | CFP 1 Hour Continuing Education Elective

By:  The Entrust Group

This course is designed for CFPs seeking education on alternative investments in Self-Directed IRAs and the process of self-directed investing.

Learning Objectives

  • Define the concept of self-directed investing for retirement
  • Explain the need for diversification through a current look at the state of retirement
  • List and differentiate the plan types available for self-directed investing
  • Recognize rules and regulations that impact investment options and tax implications for investors
  • Apply various investment structures to create a self-directed investment transaction

Price: 29.99 USD
National Webinar Series | Your Real Estate Legacy: Self-Directed IRA Beneficiary Options


If you currently have a Real Estate IRA or looking to start one, it’s important to designate your IRA beneficiary with care. Your beneficiary, or beneficiaries, will have control over and access to your retirement account and assets in the event of your death. And most people aren’t aware that IRA beneficiary designations take precedence over what your will or living trust might say.

2014-2015 Contributions Limits for IRAs and Other Tax-Advantaged Plans


Contribution limits may not change a lot from year to year, but it’s important to keep track of the rules whether you have an IRA or are looking to open one.

Updated to include 2015 Contribution Limits

Q&A: Ask Us Any Question About Self-Directed IRAs


In this recording participants had the opportunity to ask questions about self-directed IRAs. Patrick Hagen, CISP, Business Development Manager at The Entrust Group answers their questions. Watch and learn more!

National Webinar Series|Individual 401(k) Plan and Real Estate Investing Basics

By:  The Entrust Group

An Individual 401(k), also known as a Solo 401(k), is a retirement account that provides business owners maximum flexibility and freedom to invest. An Individual 401(k) plan has rules and requirements similar to a Traditional 401(k), and offers many tax and investing benefits.