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.

❌ 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.