The Entrust Group

The Entrust Group The Entrust Group is the leading self-directed IRA administrator and an acknowledged authority in the field of alternative investments. www.TheEntrustGroup.com
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Investing in precious metals is a popular Self-Directed IRA choice. In this free IRA guide, you will learn the basics of...
04/30/2019

Investing in precious metals is a popular Self-Directed IRA choice. In this free IRA guide, you will learn the basics of precious metals investments, which types of metals are allowed, tips and more. Save for your future with gold, silver, and other precious metals. https://hubs.ly/H0hDcPB0

Having a retirement distribution plan for your future is key. In this Kiplinger article, David Afraimi, financial adviso...
04/29/2019
How to Adopt a Retirement Distribution Mindset

Having a retirement distribution plan for your future is key. In this Kiplinger article, David Afraimi, financial advisor, covers 4 strategies on how to implement a positive mindset and seamless transition into a comfortable retirement by creating a distribution plan. https://hubs.ly/H0hDdVQ0

Switching from a savings mentality during your working years to a spending one in retirement takes a good plan. Here are some strategies for positioning your savings to safely and comfortably support your retirement lifestyle.

04/25/2019
4 Frequently Asked Questions about Self-Directed IRA Distributions

A Self-Directed IRA allows you to put your retirement funds in investments you are familiar with. There are many questions regarding required minimum distributions and deadlines. Check out our top 4 frequently asked questions regarding SDIRA distributions. https://hubs.ly/H0hx4d_0

FAQs about required minimum distributions for self-directed IRAs for the December 31st deadline

Test your Real Estate IRA knowledge with this fun and informal quiz! Investing in real estate using an IRA has many bene...
04/23/2019
Test Your Knowledge: What You Can and Can’t Do With a Real Estate IRA

Test your Real Estate IRA knowledge with this fun and informal quiz! Investing in real estate using an IRA has many benefits, but there are penalties if the IRA engages in a prohibited action. Take the quiz here: https://hubs.ly/H0hx4cH0

Investing in real estate using an IRA has many benefits. But be careful! If an IRA engages in a prohibited transaction, it can jeopardize the tax-advantaged status of those accounts. Here’s a little quiz to test your knowledge of both prohibited transactions and disqualified persons.

Investing in real estate with a self-directed IRA is a popular choice with our clients at The Entrust Group. In this art...
04/22/2019
When a Roth IRA Meets Real Estate Investing

Investing in real estate with a self-directed IRA is a popular choice with our clients at The Entrust Group. In this article, we’ll cover the basics and benefits of investing in real estate using a Roth IRA. https://hubs.ly/H0hx3gJ0

Real estate is the most popular alternative asset The Entrust Group clients own in their self-directed IRAs. In this article, we’ll discuss investing in real estate using Roth IRAs and show you the benefits, for both you and your beneficiaries.

Join us for our upcoming webinar, "Leaving a Legacy with a Self-Directed IRA" on Wednesday, May 15th. In this webinar pr...
04/19/2019

Join us for our upcoming webinar, "Leaving a Legacy with a Self-Directed IRA" on Wednesday, May 15th. In this webinar presented by John Paul Ruiz, Director of Professional Development at The Entrust Group, we will cover the many issues that an IRA account holder needs to plan for and resolve to ensure that assets get to the rightful beneficiaries. Register today: https://hubs.ly/H0hxgmJ0

Most people often think of their retirement savings but always neglect to think about legacy planning. It’s important ...
04/19/2019
Legacy Planning Guide for IRA Holders and Their Beneficiaries

Most people often think of their retirement savings but always neglect to think about legacy planning. It’s important to be aware of the steps and options available to you and your beneficiaries, so you can plan accordingly. In this legacy planning guide, we cover the forms, fees, common mistakes and more.

Some of the most common questions in legacy planning relate to the IRA holder's beneficiary options and the varying levels of taxation on the inherited retirement accounts. Read this article and learn how to prepare your legacy plan and what you should communicate to your beneficiaries.

Today! Don't miss our webinar on , “How to Grow Your Self-Directed IRA with Peer-to-Peer Lending.” Peer-to-peer lend...
04/18/2019

Today! Don't miss our webinar on , “How to Grow Your Self-Directed IRA with Peer-to-Peer Lending.” Peer-to-peer lending, or private lending, allows IRA holders to loan money to borrowers under certain terms and grow their IRA through the earnings on the interest rates. Register for this webinar to learn the different types of lending available to investors and understand the ins and outs of this strategy: https://hubs.ly/H0hsStG0

Tax season is about the production of tax returns, not about the planning.
04/16/2019
What Financial Savvy Individuals Do After The April 15th Tax Deadline

Tax season is about the production of tax returns, not about the planning.

Most Americans focus on tax planning during tax season. But tax season is about preparing returns, not doing the actual planning. There are steps that financially savvy individuals make sure they take with their tax professional.

Many people may use their self-directed IRAs to invest in short-term rentals via platforms like, Airbnb. Although it pro...
04/16/2019
Are the Airbnb Investment Properties in Your Self-Directed IRA Subject to Tax?

Many people may use their self-directed IRAs to invest in short-term rentals via platforms like, Airbnb. Although it provides tax advantages, the revenue steam could have tax consequences. Learn more about it here:

Self-directed IRA holders are now taking advantage of the revenue stream offered by short-term rentals via platforms like Airbnb. That revenue stream, however, could have tax consequences. Learn how to avoid paying taxes on the income generated from Airbnb investment properties in this article.

Today is April 15th, which means its tax deadline day! Did you know that having a self-directed IRA can build your retir...
04/15/2019
Why Wait? Open a Self-Directed IRA Now to Build Your Tax-Advantaged Retirement Savings

Today is April 15th, which means its tax deadline day! Did you know that having a self-directed IRA can build your retirement savings and offer great tax advantages? Take the steps today and learn how you can expand your investment horizons with this article.

There are plenty of advantages to starting your retirement savings plans early in the year. Investors and others who choose to save for their retirement can....

Reminder: In one week, join us for our next webinar, “How to Grow Your Self-Directed IRA with Peer-to-Peer Lending.”...
04/12/2019

Reminder: In one week, join us for our next webinar, “How to Grow Your Self-Directed IRA with Peer-to-Peer Lending.” Reserve your spot today: https://hubs.ly/H0hrpG90

The Entrust Group is at The Paper Source Note Symposium Las Vegas today and tomorrow, educating investors on investing i...
04/12/2019

The Entrust Group is at The Paper Source Note Symposium Las Vegas today and tomorrow, educating investors on investing in notes with a self-directed IRA. Stop by table 28 if you’re there!

A Health Savings Account (HSA) is a great option for retirement planning because it allows you to save for your present ...
04/11/2019
Why Health Savings Should be Part of Your Retirement Plan

A Health Savings Account (HSA) is a great option for retirement planning because it allows you to save for your present and future. In addition to tax-free withdrawals for qualified medical expenses and tax-free growth, it’s a great way to plan for rising health care costs. Read more about the benefits here.

A Health Savings Account (HSA) is a valuable yet underused resource in retirement planning. Discover how you can contribute to a tax-advantaged HSA to help minimize the financial impact of health related expenses.

Around tax time, many tax payers have questions relating to the tax forms associated with their IRA. Read this article a...
04/09/2019
5 Tax Forms Every IRA Holder Should Know

Around tax time, many tax payers have questions relating to the tax forms associated with their IRA. Read this article and see the breaking down of each IRS Form an IRA holder should be aware of.

Around tax time, many tax payers have questions relating to the tax forms associated with their IRA. This article provides a breakdown for IRS Forms 1099-R, 8606, 990-T, 1040, and 5498, what you need to be aware of, their purpose, and additional information.

The 4th annual IRA Academy will be taking place in Nashville, TN from October 21st-25th, 2019! Our course has been appro...
04/08/2019

The 4th annual IRA Academy will be taking place in Nashville, TN from October 21st-25th, 2019! Our course has been approved by the American Bankers Association and created for all types of IRA professionals! This is an opportunity for industry professionals to earn continuing education (CE) credits or prepare for the CISP. Register today: https://hubs.ly/H0hmjlN0

Legacy Planning Guide for IRA Holders and Their Beneficiarieshttps://hubs.ly/H0hm3Yz0
04/08/2019
Legacy Planning Guide for IRA Holders and Their Beneficiaries

Legacy Planning Guide for IRA Holders and Their Beneficiaries
https://hubs.ly/H0hm3Yz0

Some of the most common questions in legacy planning relate to the IRA holder's beneficiary options and the varying levels of taxation on the inherited retirement accounts. Read this article and learn how to prepare your legacy plan and what you should communicate to your beneficiaries.

Did you know that you could invest in real estate tax-free or defer taxes? Our beginner's guide can help you get started...
04/08/2019
Beginner's Guide: Purchasing a Rental Property with a Self-Directed IRA

Did you know that you could invest in real estate tax-free or defer taxes? Our beginner's guide can help you get started with investing in real estate with a self-directed IRA. Learn about the potential growth of owning real estate in a self-directed IRA via this case study.

We ask the age-old question, what is a self-directed IRA? Also, we discuss the Real Estat IRA purchasing process.

When a Roth IRA Meets Real Estate Investinghttps://hubs.ly/H0hkWy50
04/05/2019
When a Roth IRA Meets Real Estate Investing

When a Roth IRA Meets Real Estate Investing
https://hubs.ly/H0hkWy50

Real estate is the most popular alternative asset The Entrust Group clients own in their self-directed IRAs. In this article, we’ll discuss investing in real estate using Roth IRAs and show you the benefits, for both you and your beneficiaries.

Don't forget to register for our upcoming webinar, “How to Grow Your Self-Directed IRA with Peer-to-Peer Lending.” R...
04/05/2019

Don't forget to register for our upcoming webinar, “How to Grow Your Self-Directed IRA with Peer-to-Peer Lending.” Reserve your spot today: https://hubs.ly/H0hkFbX0

Learn the basics and benefits of investing in real estate with a self-directed IRA. Our 5-steps report will go over the ...
04/05/2019

Learn the basics and benefits of investing in real estate with a self-directed IRA. Our 5-steps report will go over the do’s and don’ts of a transaction, funding and what types of properties you can purchase. https://hubs.ly/H0hdpk80

Did you know that April is Sexual Assault Awareness Month - #SAAM? The crew at The Entrust Group in Oakland, California ...
04/02/2019

Did you know that April is Sexual Assault Awareness Month - #SAAM? The crew at The Entrust Group in Oakland, California wore teal to show our support.

Make the transition into retirement an easy one by avoiding common retiree mistakes. In this article, we cover the commo...
04/01/2019
5 Common Mistakes to Avoid When You Retire

Make the transition into retirement an easy one by avoiding common retiree mistakes. In this article, we cover the common pitfalls such as early social security withdrawals and mismanagement of health insurance. https://hubs.ly/H0hdph90

Are you approaching your last days of work and ready to retire? This article discusses how to avoid common mistakes when you retire.

Mark your calendars for Thursday, April 18th and join us for our next webinar, “How to Grow Your Self-Directed IRA wit...
03/29/2019

Mark your calendars for Thursday, April 18th and join us for our next webinar, “How to Grow Your Self-Directed IRA with Peer-to-Peer Lending.” Richard Thornton, Managing Partner at American Note Capital will join Bill Neville, Business Development Manager at Entrust to discuss the strategies, state of the lending market and more. Register and reserve your spot today! https://hubs.ly/H0hd5hC0

We are proud to announce that The Entrust Group was recognized as the, “Best Self-Directed IRA Custodian of 2018” by...
03/21/2019

We are proud to announce that The Entrust Group was recognized as the, “Best Self-Directed IRA Custodian of 2018” by Fit Small Business. The top IRA businesses were evaluated by customer services, fees, investment options and more. See why we ranked #1 in the SDIRA industry here: https://hubs.ly/H0h5Xh40

Missed our webinar on "How to take advantage of IRAs before the tax deadline”? No fear, watch the recorded session her...
03/21/2019
How to Take Advantage of IRAs Before the Tax Deadline

Missed our webinar on "How to take advantage of IRAs before the tax deadline”? No fear, watch the recorded session here: https://hubs.ly/H0h5TXl0. Our Director of Professional Development at The Entrust Group, John Paul Ruiz, covers the tax advantages of IRAs.

The tax deadline is fast approaching, and just as every year, investors are trying to find ways to maximize their tax return. Watch this webinar recording to learn about the tax advantages of each type of IRA and how they might help you.

Demystifying Self-Directed IRAshttps://hubs.ly/H0h38xT0
03/19/2019
Demystifying Self-Directed IRAs

Demystifying Self-Directed IRAs
https://hubs.ly/H0h38xT0

Find out what a self-directed IRA really is. Find out if it is the right choice for your investment needs. This article will you become equated with an often misunderstood and incredibly powerful investment tool.

The tax deadline is fast approaching! Explore the different tax benefits, contributions basics and more on our upcoming ...
03/19/2019

The tax deadline is fast approaching! Explore the different tax benefits, contributions basics and more on our upcoming webinar, "How to take advantage of IRAs before the tax deadline" tomorrow at 11 am Pacific Time. Register for this webinar here: https://hubs.ly/H0h44gx0

5 Tax Forms Every IRA Holder Should Know Abouthttps://hubs.ly/H0h38xC0
03/18/2019
5 Tax Forms Every IRA Holder Should Know

5 Tax Forms Every IRA Holder Should Know About
https://hubs.ly/H0h38xC0

Around tax time, many tax payers have questions relating to the tax forms associated with their IRA. This article provides a breakdown for IRS Forms 1099-R, 8606, 990-T, 1040, and 5498, what you need to be aware of, their purpose, and additional information.

Everything You Need to Know About UBIT and UDFIhttps://hubs.ly/H0h0Qc-0
03/14/2019
Everything You Need to Know About UBIT and UDFI

Everything You Need to Know About UBIT and UDFI
https://hubs.ly/H0h0Qc-0

UBIT, UDFI, and UBTI can be confusing to the many savers who use their self-directed, tax deferred accounts to invest in businesses that generate income. This article explores some of the questions retirement investors have about this trio of taxing acronyms.

401(k) or IRA? Why Smart Investors Use Bothhttps://hubs.ly/H0gV_Gh0
03/07/2019
401(k) or IRA? Why Smart Investors Use Both

401(k) or IRA? Why Smart Investors Use Both
https://hubs.ly/H0gV_Gh0

Which retirement vehicle should you use to save for a secure retirement, an employer’s 401(k) or an Individual Retirement Arrangement (IRA)? Both! The two complement each other. Here are some of the distinctions that define these two essential retirement savings vehicles.

Are you trying to find ways to maximize your tax refund? Self-directed IRAs come with their tax advantages that can be u...
03/01/2019

Are you trying to find ways to maximize your tax refund? Self-directed IRAs come with their tax advantages that can be utilized strategically for that purpose. Register for this webinar to learn about this strategy: https://hubs.ly/H0gQygR0

Are you planning to invest in real estate this year? If so, this webinar recording is a must see! Neal Bawa, our guest s...
02/22/2019
2019 Real Estate Key Trends: What You Should Know Before Planning Your Investment Strategy

Are you planning to invest in real estate this year? If so, this webinar recording is a must see! Neal Bawa, our guest speaker presents the 2019 key real estate trends including the top cities in America to invest in.

Looking to invest in real estate in 2019? Before you start planning your investment strategy, watch this webinar and learn the 2019 key real estate trends. Perfect for seasoned and new investors alike.

Have you ever thought of investing in real estate with your retirement funds? Not only this will give you access to addi...
02/22/2019

Have you ever thought of investing in real estate with your retirement funds? Not only this will give you access to additional funds but the earnings will grow tax-free or tax deferred. Check out this case study to learn more about the process.

You can have real estate investments in your IRA (Individual Retirement Account), in addition to stocks and other investments. #realestateinvesting #IRA

Read "Purchasing Rental Property with Retirement Funds" a case study by The Entrust Group - 4 steps to follow
https://cdn2.hubspot.net/hub/2032/file-854802913-pdf/docs/case_studies/Rental_Property_Case_Study.pdf

3 Tools To Help You Prepare For Your Dream Retirementhttps://hubs.ly/H0gyLxv0
02/12/2019
3 Tools To Help You Prepare For Your Dream Retirement

3 Tools To Help You Prepare For Your Dream Retirement
https://hubs.ly/H0gyLxv0

Creating a strategy for saving for the different stages of life may be quite overwhelming for most Americans. Not learning about the different tools available may be a mistake that only time could reveal. Learn about the three tools that are available to you to save for a comfortable retirement.

Address

555 12th St, Suite 900
Oakland, CA
94607

Opening Hours

Monday 08:30 - 17:00
Tuesday 08:30 - 17:00
Wednesday 08:30 - 17:00
Thursday 08:30 - 17:00
Friday 08:30 - 17:00

Telephone

(800) 392-9653

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