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

The 4th annual IRA Academy takes place in Nashville, TN from October 21st-25th, 2019! Our course is American Bankers Ass...
05/20/2019

The 4th annual IRA Academy takes place in Nashville, TN from October 21st-25th, 2019! Our course is American Bankers Association approved and suitable for all types of IRA professionals! This is an opportunity for industry professionals to earn continuing education (CE) credits or prepare for the CISP exam. Get the highest quality CISP training for the best price with our early bird special: https://hubs.ly/H0hYzpj0

Be IRA savvy with our glossary of important key terms that every investor should know: https://hubs.ly/H0hQ3nC0
05/16/2019

Be IRA savvy with our glossary of important key terms that every investor should know: https://hubs.ly/H0hQ3nC0

Need help planning your tax strategy for 2019 and beyond? Our latest article will show you the proper steps to help redu...
05/16/2019
5 Steps to Kickstart Your 2019 Tax Strategy

Need help planning your tax strategy for 2019 and beyond? Our latest article will show you the proper steps to help reduce stress with tax preparation and avoid missed opportunities. https://hubs.ly/H0hQ3nb0

Now that you've made it over the April 15 deadline to file your 2018 tax return, your post-tax routine should include preparation for 2019 taxes.

05/15/2019

Missed our webinar on, "Leaving a Legacy With a Self-Directed IRA"? We've got you covered! Check out the full recording here: https://hubs.ly/H0hVC3Q0

It's important to choose the right self-directed IRA provider to manage your retirement funds. Our FAQ guide breaks down...
05/15/2019
How to Choose Your SDIRA Provider FAQ Guide

It's important to choose the right self-directed IRA provider to manage your retirement funds. Our FAQ guide breaks down the difference between an administrator, facilitator, and custodian. Learn about the different services each of the roles provide and the right questions to ask. https://hubs.ly/H0hQ31T0

New to the self-directed IRA space? You may have seen terms like administrator or custodian. Read this article to learn what services each provides.

Today! Join us for our webinar on "Leaving a Legacy with a Self-Directed IRA." John Paul Ruiz, Director of Professional ...
05/15/2019

Today! Join us for our webinar on "Leaving a Legacy with a Self-Directed IRA." John Paul Ruiz, Director of Professional Development at The Entrust Group, 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 now: https://hubs.ly/H0hV7-F0

Investors may overlook financial planning when it comes to taking care of medical expenses during retirement. An HSA (he...
05/14/2019
Investors Should Weigh HSA Benefits

Investors may overlook financial planning when it comes to taking care of medical expenses during retirement. An HSA (health savings plan) is a great way to reduce taxable income and save for medical costs. Andrew Crowell of D.A. Davidson Companies covers the HSA basics in this U.S. News and World Report article. https://hubs.ly/H0hQ0Ld0

It is critical to have a robust plan to cover medical bills after retirement.

Don't forget to register for our next webinar this Wednesday, May 15th on "Leaving a Legacy with a Self-Directed IRA." h...
05/13/2019

Don't forget to register for our next webinar this Wednesday, May 15th on "Leaving a Legacy with a Self-Directed IRA." https://hubs.ly/H0hS43K0

A major life event like divorce can be a stressful time that may come with major financial impact to retirement savings....
05/13/2019
Preparing for the Effect Divorce Can Have on Your Retirement Savings

A major life event like divorce can be a stressful time that may come with major financial impact to retirement savings. Knowledge and proper planning could reduce any long-term damage to your retirement funds. Read about the things you need to consider here: https://hubs.ly/H0hP_P10

Proper planning can help you mitigate divorce-related damage to your retirement dollars. A few things to consider when planning your retirement savings...

A recent study shows that 18.8% of adults in the U.S are working past retirement age. In this article, we explore the va...
05/10/2019
How to Save For Retirement Even After Retirement Age

A recent study shows that 18.8% of adults in the U.S are working past retirement age. In this article, we explore the variety of options that will allow you to continue to save in a tax-advantaged account past retirement age. https://hubs.ly/H0hLxDt0

Whatever your reason for working past retirement age, you have a number of options that will allow you to continue saving in a tax-advantaged account.

At The Entrust Group, we empower investors with SDIRA education. Our Learning Center offers a world of knowledge with ar...
05/09/2019

At The Entrust Group, we empower investors with SDIRA education. Our Learning Center offers a world of knowledge with articles, white papers, guides and more: https://hubs.ly/H0hLzN10

Our very own Business Development Manager, Bill Neville, was a special guest on the latest episode of the podcast "Every...
05/08/2019
Everything You Need To Know About Self-Directed IRAs with Bill Neville - Everything Real Estate Investing

Our very own Business Development Manager, Bill Neville, was a special guest on the latest episode of the podcast "Everything Real Estate Investing Show: Everything You Need To Know About Self-Directed IRAs”. Learn more about how you can use your self-directed IRA to invest in real estate! Listen to the podcast here: https://hubs.ly/H0hNt6K0 Thanks to Sean Pan Realty.

Bill Neville is a retirement account expert and business development manager at The Entrust Group, a custodian that holds self-directed retirement accounts. If you've ever been confused about self-directed IRAs or anything related to retirement accounts, you need to listen to this episode. We go ove...

Take control over your investments with a Self-Directed IRA. A self-directed individual retirement account has many adva...
05/06/2019

Take control over your investments with a Self-Directed IRA. A self-directed individual retirement account has many advantages and lets you hold alternative investments such as real estate, precious metals, privately held companies and more. Download our free guide, “Explore Alternatives with a Self-Directed IRA” today! https://hubs.ly/H0hLjkv0

Don's miss our next webinar, "Leaving a Legacy with a Self-Directed IRA" on Wednesday, May 15th. Reserve your spot today...
05/03/2019

Don's miss our next webinar, "Leaving a Legacy with a Self-Directed IRA" on Wednesday, May 15th. Reserve your spot today: https://hubs.ly/H0hK7D30

The 4th annual IRA Academy will be taking place in Nashville, TN from October 21st-25th, 2019! Our course has been appro...
05/01/2019

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. Download the IRA Academy Full Agenda Now: https://hubs.ly/H0hDcPy0

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

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

Alerts

Be the first to know and let us send you an email when The Entrust Group posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to The Entrust Group:

Nearby realtors & realty services


Other Property Investment in Oakland

Show All