Solo 401(k)s, Conversions Listed in Forbes’ Year-End To-Do List

You might have a retirement plan in place, but is it working for you as much as you’d like? There are several options out there, so there’s bound to be at least one plan type that especially maximizes your unique savings situation. This time of year is the perfect time to evaluate those options and [...]

Client Dreams Big, Partners to Invest Self-Directed IRA in Town

Equity Trust Company client John Logsdon is turning a struggling town into a resort and tourist destination – with the help of his self-directed IRA. Equity Trust clients John Logsdon and his wife, Melinda Rayne Yes – not only can investors self-direct their savings into alternative investments such as real estate and tax liens, but [...]

Discover How Get More Money to Make Bigger Deals

IRAs have contribution limits that sometimes stifle investors’ ability to tap into some potentially lucrative self-directed deals that require a higher amount of capital. Yet, you might have heard about successful investors who have been able to get larger deals done with the money in their self-directed retirement accounts. How can this be? As these [...]

Flips are Dead…What’s Next?

The time when abundant, profitable real estate flips were available is coming to an end.  But just because there are fewer and fewer flips available, doesn’t mean there aren’t real estate deals out there. In fact, there is an abundance of profitable real estate deals out there, generating positive monthly cash flow, just waiting to [...]

The Plus Side of Social Media

Calling all “Plus” people: Now you can add us to your circles! Equity Trust is giving you yet another avenue to discover more self-directed investing news and information: Google+. Click here to view our profile and begin following us. Those of you who are somewhat social media-literate are at least aware of Google’s recently created [...]

Equity Trust Client “Hooked” on Taking Control of His Savings

John D. recently traded in his business professional salary for a higher calling of sorts. The CPA from Indiana took a pay cut to become the business manager and Jack-of-all-trades for his church. The reduced salary might limit the flow of what his wife terms “now money,” but John has a side venture that is [...]

The Secret to Reducing Taxable Income

Does it seem like your income always has a few too many strings attached? For example, as we reported previously,  some seniors are being burdened with tax rates as high as 82 percent on their Social Security benefits. Fortunately, with a few adjustments, the cost to taxpayers doesn’t have to be quite as lofty. The [...]

Taxes on Your Social Security Benefits?! How to Avoid Them and Keep More of Your Retirement Income

A source of income on which many Americans rely might not be providing the payday that some expect. Social Security benefits can open individuals or couples up to tax exposure they might not have anticipated. The burden can be minimized if you know how to work with your assets to create the best tax scenario [...]

Self-Directed IRAs Go Back to Basics

Whether you’ve been stung by the recent stock market slide or are just looking for a way to take more control over your portfolio, you won’t want to miss the upcoming Equity University webinar, Self-Directed IRAs 101: How You Can Build Tax-Free Wealth Investing in Alternatives to the Market. During the free webinar, which will [...]

The Case for Investment in Rentals is Building

An article in Money magazine has confirmed what many real estate experts and savvy investors have already discovered: investing in rental property can pay off. RE/MAX CEO Margaret Kelly recently professed this to attendees at Equity University’s Networking conference, and Equity Trust Company investor Neil Paulson also shared his recent successes from with investing in [...]

Equity Trust Company | Equity Trust Blog | About | SiteMap | Copyright © 1995-2010 Equity Trust Company