The Entrust Group

Direct your financial future with a self-directed IRA.
40+ years of experience, 24,000 investors, and $5 billion in assets under administration.

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Want to invest outside the box? Direct your financial future with a self-directed IRA.

Join 22,000 people using The Entrust Group and take control of your retirement portfolio today.

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Today, we honor the cultures, histories, and contributions of Indigenous peoples—past, present, and future.

Our offices will be closed today to honor this holiday.

From all of us at The Entrust Group, we wish you a meaningful Indigenous Peoples’ Day.

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Your small business can do more for your retirement. Introducing the Entrust solo 401(k).

Built for the self-employed to:
✓ Save more
✓ Choose pre-tax or Roth
✓ Invest beyond traditional assets
✓ Take greater control of their retirement portfolio

https://t.co/0SzJdOrJLj

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Solo 401(k) vs Self-Directed IRA: What’s the Difference?
https://t.co/HG5FifZQJ8

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Alternative investments sound complicated. The definition isn’t:

They’re investments outside traditional stocks and bonds—like real estate, private companies, or precious metals.

And certain retirement accounts can hold them, too.
#AlternativeInvesting #SDIRA #IRA

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Here’s to the work, dedication, and drive that keep things moving forward. We hope you and our Entrust family have a well-earned day today to relax and recharge.

Happy Labor Day from The Entrust Group.

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Frequently Asked Fridays: Why “alternative assets”?

They fall outside traditional stocks, bonds, and cash. Examples include real estate, private lending, and private equity—often accessed through private markets.

What should we answer next?

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What happens if someone breaks IRA rules?

Depending on the violation, the consequences can be significant—including potentially jeopardizing the IRA’s tax-advantaged status.

More flexibility doesn’t mean fewer rules.

#SDIRA #IRA #RetirementPlanning

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Frequently Asked Fridays: What can’t an SDIRA hold?
Generally: life insurance, most collectibles, S-corp stock, and assets for personal use. Certain precious metals may qualify. What should we answer next?

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Storage units, parking garages, mobile home parks, and airplane hangars are examples of specialized real estate.

More SDIRA asset ideas: https://t.co/rDXDE5Dpem

#SDIRA #selfstorage #realestateinvesting

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Doing a 60-day IRA rollover? The clock matters. ⏱️

If the funds aren’t deposited into another eligible retirement account within 60 days, they may be treated as a distribution—with potential tax consequences.

#IRA #RetirementPlanning

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A SIMPLE IRA is a retirement plan commonly used by smaller employers that allows eligible employees to make salary-reduction contributions and requires employer contributions.

Learn more about SIMPLE and SEP IRAs here: https://t.co/MiDDt8Q88K

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Frequently Asked Fridays: What are the drawbacks of an SDIRA? More complexity, possible illiquidity, added fees, and greater responsibility for due diligence and IRS compliance. What should we answer next?

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Industrial real estate can include warehouses, manufacturing plants, shipping yards, and distribution centers.

More SDIRA asset examples: https://t.co/7Iy531OO50

#SDIRA #IndustrialRealEstate

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Still researching investment strategies but not sure what comes next? Tomorrow’s free webinar explores how to prioritize income, long-term wealth & time freedom—so you can evaluate your options with more clarity.

📅 Aug. 19 | 11am PT / 2pm ET

https://t.co/c6YdMaY9s0

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A SEP IRA is a retirement plan that allows an employer, including an eligible self-employed individual, to make contributions for themselves and qualifying employees.

Explore SEP and SIMPLE IRAs here: https://t.co/Ri6nzNKq5x

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Frequently Asked Fridays: What are the benefits of an SDIRA?
More IRS-permitted asset choices, potential diversification, and the tax treatment of an IRA—all with more responsibility for due diligence and compliance. What should we answer next?

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Excited to announce The Entrust Group is a finalist for the 2026 @constellationr #SuperNovaAwards in Tech Optimization and Modernization for our work with @DataArt! 🏆 https://t.co/pPFQqWhttS

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Hospitality assets can include hotels, resorts, vacation rentals, and cruise-related businesses.

Explore more SDIRA asset examples: https://t.co/FFqPQlFAsj

#SDIRA #Hospitality

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A quick definition for your retirement education library: Roth IRA.

A Roth IRA is an IRA funded with after-tax money. Qualified withdrawals can generally be taken tax-free when applicable IRS requirements are met.

Learn more about Roth IRAs here: https://t.co/1jOix5ensX

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Frequently Asked Fridays: How does an SDIRA differ from a traditional IRA? Traditional providers generally offer stocks, bonds, and mutual funds. An SDIRA can hold more IRS-permitted assets, giving you more choice—and responsibility. What should we answer next?