Local Events





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National Webinar Series | Real Estate IRA Trends and Strategies


Date: Tuesday, May 13, 2014
Time: 10 a.m. Pacific

Real estate investing with a self-directed IRA (commonly referred to as the Real Estate IRA) can be the key to saving up for a comfortable retirement. Discover how and why real estate investors are utilizing the Real Estate IRA to diversify their investment portfolios during this live, online webinar.

Real Estate Investing Strategies: The Self-Directed IRA LLC


Are you considering adding real estate to your investment portfolio or looking for a creative real estate investing strategy? View our National Webinar and discover if a Self-Directed IRA LLC is right for you. 

A Self-Directed IRA LLC, also referred to as a "Checkbook IRA", is an increasingly popular choice among those using their self-directed IRA to invest in real estate. During this presentation, we'll explore how and why investors are establishing LLCs to help them manage their real estate investments, as well as lower the costs associated with investing through a self-directed IRA. 

Stay Current With Our Newsletter | Insights

By:  The Entrust Group

Wouldn’t it be great to get inside information about the investment strategies of self-directed investors? Wouldn’t it be even better to learn how to use these strategies yourself, and have the information delivered right to your email inbox?

Are You Maximizing Your Tax Deductions? Self-Directed IRA Contribution Limits

By:  The Entrust Group

With April 15th just around the corner, it is beneficial to know the unique qualities of each self-directed IRA plan.

April 2, 2014

Tax Season Tips - How to Get Started with a Self-Directed IRA

By:  The Entrust Group

For those beginning their research into ways to optimize and invest their retirement savings, many turn to self-directed IRAs as a viable and positive option. This article details the tax advantages of contributing to an IRA as well as eligibility information for the specific plans.

April 2, 2014

Tick-Tock the Boss is on the Clock

By:  David Carmell

Are you a business owner with no succession or exit plan? In this article, discover the importance of establishing an exit strategy for your business and gain some helpful insights on why you should consider planning it now.

Self-Directed IRA Question & Answer Forum


Most people have a great deal of questions about self-directed IRAs: what is a self-directed IRA, how do they work, what assets can I hold within a self-directed IRA, etc. Join Patrick Hagen, Regional Business Development Manager with The Entrust Group, for this unique, online Q&A presentation. Designed to help you understand and explore your options with a self-directed IRA, this webinar is completely run by YOUR questions.

Saving Time and Money on Real Estate IRA Investments


The Entrust Group is helping to make real estate investing with an IRA even easier! Join us for an exclusive webinar discussing the benefits of holding real estate in an IRA, including reducing the time and money you spend on real estate transactions and maintenance.

IRAs and Tax Season: What You Need to Know


Join John Paul Ruiz, Director of Professional Development at The Entrust Group, for this exclusive webinar focused on helping self-directed IRA owners prepare for tax season. He’ll discuss IRA contribution basics, including limits and deadlines. If you do not have an IRA, learn how you can maximize your tax benefits by opening and contributing to an IRA before April 15th.


Upcoming Conferences


View upcoming conferences and events around the United States

3 Tax Advantages of Self-Directed IRAs

By:  The Entrust Group

Retirement accounts have a number of tax advantages for savvy savers. With a self-directed IRA, you can put these advantages to use toward alternative investments.

March 3, 2014 – 12:30pm

How to Select a Tax Professional

By:  The Entrust Group

If you are looking for a financial professional to help you prepare your taxes, there are several questions you should ask to perform your due diligence.

February 28, 2014 – 2:30pm

Self-Directed IRA Rules: What is Self-Dealing?

By:  The Entrust Group

Self-directed IRAs can offer significant tax advantages when pursuing alternative investments, but only if you follow the rules. Learn how to stay compliant by avoiding self-dealing.

February 24, 2014 – 11:30pm

4 Tips for Self-Directed IRA Rollovers

By:  The Entrust Group

If you are considering rolling over your 401(k) into a self-directed IRA to gain access to alternative investments, pay attention to these tips!

February 19, 2014 – 2:30pm

The Real Estate IRA


Join us for an educational, online presentation discussing how you can invest in real estate with your self-directed IRA. More commonly referred to as the 'Real Estate IRA,' find out why this is one of the most popular alternative investment strategies among self-directed IRA holders.