With a self-directed IRA and other self-directed accounts, you can qualify for big tax-deductions (up to $51,000) and use the savings for additional investment opportunities. Here’s how: Open Accounts for Spouse and Other Family Members – The more accounts at your household could reduce your family’s tax liability and – even more important – could [...]
Filed under: Equity University, IRA Contributions, IRA Education, Taxes and April 15th on March 8th, 2011 | 1 Comment »
Equity University Director of Education, Edwin Kelly is on the road and heading to a town near you to conduct a Tax-Free Wealth Seminar. If you’re a self-directed IRA owner or simply thinking of opening a self-directed IRA, this is a “can’t miss” event. At each seminar, Edwin shows attendees how to retire sooner than [...]
Filed under: 401(k), Equity University, IRA Education, Managing Your IRA, Private Bank, Rollover IRAs, Roth 401(k), Roth IRA, Saving for Retirement, self directed IRA, SEP, SIMPLE, Small business plans, Traditional IRA, Uncategorized on March 7th, 2011 | No Comments »
You’re invited to register for three, free Equity University webinars during March. Take a look at the following brief descriptions and attend the ones that apply to you and your self-directed IRA. Thursday, March 10 9 p.m. ET Finding Opportunities for Fortune in Foreclosures Today’s foreclosure market is hotter than ever. In fact, some experts [...]
Filed under: Equity University, IRA Education, Managing Your IRA, Saving for Retirement, self directed IRA, Uncategorized on March 3rd, 2011 | No Comments »
Did you know that you can find the answers to many of your self-directed IRA questions, plus a host of free resource materials at TrustETC.com? It’s true. Q&As When you have questions, our website (TrustETC.com) can be a great timesaver. Simply type your question in the “Search” box that appears at the top right of [...]
Filed under: Equity University, IRA Education, Managing Your IRA, Saving for Retirement, self directed IRA on December 28th, 2010 | No Comments »
The December 31, 2010 Roth IRA conversion deadline is right around the corner. As you may recall, the previous income limit ($100,000) for converting a Traditional IRA to a Roth IRA was lifted as of January 1, 2010. Income limits have prevented many people from taking advantage of the wealth-creation power of a Roth IRA [...]
Filed under: IRA Education, Managing Your IRA, Rollover IRAs, Roth IRA, Saving for Retirement, self directed IRA on October 6th, 2010 | No Comments »
If you’re a small-business owner or work with a CPA or advisor to keep your company financially fit, Equity Trust encourages you to attend a free webinar, “Advanced Roth Conversion Strategies for Small-Business Owners,” on Wednesday, September 29, 2010 at 2 p.m. ET (11 a.m. PT). Hosted by David Reyes, founder of Reyes Financial Architecture, [...]
Filed under: 2010 Roth Conversion, Equity University, IRA Education, Roth IRA, self directed IRA, Self-Directed IRA Distributions on September 23rd, 2010 | No Comments »
The fact is, in today’s market, to become (or stay) a successful investor you need to have three tools. The ability to… Learn best practices from other successful investors Uncover new strategies and opportunities to stay ahead of the game, and Surround yourself with a team of knowledgeable people and resources Unfortunately, each can be [...]
Filed under: 2009 Networking Conference, Equity University, Investing in Real Estate, IRA Education, Managing Your IRA, Saving for Retirement, self directed IRA on August 4th, 2009 | No Comments »
You may have already noticed that we have launched the new web portal for Equity University. This is just the first stage in what will become the ultimate online resource for self-directed IRA education. Equity University was created to fulfill the mission of Equity Trust Company: to help investors make tax-free profits through education, innovation, [...]
Filed under: About Equity Trust, Equity University, IRA Education, Saving for Retirement, self directed IRA on August 3rd, 2009 | No Comments »
Edwin Kelly, Director of Education for Equity University, recently met with “The Connector”, Larry Benet, at conference they were both attending. Larry revealed tips that can improve any self-directed investors deal making ability. Larry specializes in helping businesses and individuals build connections that can take them to the next level. Thanks to his ability to [...]
Filed under: 2009 Networking Conference, Equity University, IRA Education, Saving for Retirement, self directed IRA on July 23rd, 2009 | 1 Comment »
We had a great turnout on last night’s webinar. Every spot was taken for this gathering of investment industry experts. On the guest panel were: Matt Allen – An expert in the field of non-recourse loans and representative of North American Savings Bank. Chad Greenberg - Director of Business Development at InvestorLoft.com, a central online [...]
Filed under: Equity University, Investing in Real Estate, Investment Opportunities, IRA Education, Managing Your IRA, self directed IRA on July 17th, 2009 | 1 Comment »
