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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Solo 401(k) vs Self-Directed IRA: What’s the Difference?
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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?

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Residential real estate can include duplexes, town homes, condos, and apartment complexes.

See more SDIRA asset examples: https://t.co/02IVFoNTxB

#SDIRA #RealEstate

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SDIRA glossary: Self-Directed IRA (SDIRA)

An IRA that can hold a broader range of assets, such as real estate or private companies. Standard IRA tax rules still apply, along with added documentation and compliance needs.

Learn the language of self-direction with Entrust.