RETIREMENT ACCOUNT FORMS

 

 

DIVERSIFYING

 

Your Retirement Portfolio With Alternative Investments An Entrust self-directed IRA gives you the freedom to invest in what you want. That includes energy, oil & gas. These alternative participations have been permitted by the IRS since 1974, and have since opened a wealth of opportunities to investors. Profits earned can be tax-free or tax-deferred!


With a Self-Directed IRA You Can: TAKE CONTROL OF YOUR FUTURE.

For over 35 years, The Entrust Group (“Entrust”) has provided account administration services for self-directed retirement and tax-advantaged plans. Entrust can assist you in purchasing alternative partnerships with your retirement funds, and administer the buying and selling of assets that are typically unavailable through banks and brokerage firms

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Account Application Form

Account application

Rollover Direct Rollover certification i

Rollover Certification Form

Rollover Form for individuals moving money from 401(k), 403(b), 457, etc. over to IRA with Entrust

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Account Transfer Form

Transfer Form for individuals moving money from IRA to IRA

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Oil & Gas Participation Information

Rollover Form for individuals moving money from 401(k), 403(b), 457, etc. over to IRA with Entrust

FOR MORE INFORMATION:

 

Mindy Gayer | Business Development Manager |  c: 615.569.9122  |  f: 866.442.1046

mgayer@theentrustgroup.com

NAVIGATION

CONTACT US

(469) 518-0099   admin@sofiexploration.com

6136 Frisco Square, Suite 370,  Frisco, Texas 75034

Our Sofi Exploration Team thanks you for the time and effort in evaluating our partnerships. For any further information, please feel free to call Jennifer Medina at (469) 518-0099
Sofi Exploration | This content is provided for informational purposes only. Information on this website is not intended to be a solicitation of any kind. Nothing herein shall be construed as tax, legal or accounting advice. Investing in oil and gas is highly speculative and could result in substantial losses. Potential investors should consult their attorney, accountant and financial advisers before investing in oil and gas. Past performance is not a guarantee of future performance or returns.
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