The Entrust Group

There’s nothing better than hearing directly from the investors we serve.

Thank you for the kind words and for allowing us to support your self-directed account. We’re grateful for the partnership!

We don’t take your trust lightly. 🙏

Thank you for the thoughtful review and for choosing Entrust to support your retirement journey. We’re honored to be part of it.

Did you know you don't have to limit your retirement to the stock market?
With a self-directed IRA (SDIRA), you can invest in what you know and believe in. It's your retirement, so you should hold the keys.
Ready to direct your future?

Volatility in the stock market can be stressful. That's why many investors are turning to tangible assets—things they can see and touch, like real estate.

With an SDIRA, you can use your retirement funds to invest in properties. Learn more here: https://hubs.ly/Q04jQktf0

❌ Myth: "I can use my IRA's rental property as a vacation home."
✅ Reality: IRS rules strictly prohibit personal use of any property owned by your IRA. This includes you, your spouse, parents, or children. The property must be for investment purposes ONLY.

Maintaining the tax-advantaged status of your account means following the rules. Have questions? Ask us in the comments!

Did you know 58% of self-directed investors choose real estate for their retirement portfolios? 🏠

When you hold real estate inside an SDIRA, your rent checks go straight back into your account—tax-deferred or tax-free! Plus, it gives you tangible assets outside of the stock market.

Have you considered real estate for your retirement? Let us know below!

Getting messages like this never gets old.

We’re genuinely grateful when clients take the time to share their experience. Thank you for trusting The Entrust Group with your self-directed IRA — it means more than you know.

❌ Myth: Rolling over your old 401(k) means you'll owe taxes.

✅ Reality: A properly executed direct rollover is a non-taxable event.

Here's the key word: *direct.*

When your funds move straight from your old employer's plan to your new IRA custodian — without passing through your bank account — there's no tax bill. No penalty. No interruption to your savings.

The IRS treats a direct rollover as a continuation of your retirement account, not a withdrawal. If you're sitting on an old 401(k) from a previous job, this might be simpler to move than you think.

Here's a number that might surprise you: Only 40% of American workers have a retirement plan through their employer.

That means the majority of people are on their own when it comes to building retirement security — no automatic deduction, no employer match, no workplace plan to fall back on. If that's you, you're not stuck. You just need to know what options are available.

A self-directed IRA is one of them. It works the same as a traditional IRA in terms of tax advantages — but *you* open it, *you* fund it, and *you* decide how to invest it. No employer required. More people qualify than realize it. And getting started is simpler than most expect.

Reviews like this are a great reminder of why we love what we do.

Helping investors navigate self-direction is something we take seriously — and we’re thankful for every client who shares their experience.