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 »

Year-end application deadlines for establishing self-directed small business and qualified retirement plans are quickly approaching. If you’re considering the advantages of a self-directed SEP, SIMPLE or 401(k), be sure to talk with Equity Trust as soon as possible. Equity Trust’s self-directed small business retirement plans include: The Simplified Employee Pension or SEP is designed for [...]

Filed under: 401(k), Roth 401(k), SEP, SIMPLE, Small business plans on October 13th, 2010 | No Comments »

Although a Self-Directed IRA continues to be the most popular vehicle for self-directed investing, did you know that many other account types can benefit from this proven approach? It’s true. Individuals can reap the advantages of self-directed investing in a variety of account types beyond the Traditional IRA and Roth IRA. These include small business [...]

Filed under: 401(k), CESA, Equity University, HSA, Roth 401(k), Roth IRA, Saving for Retirement, self directed IRA, SEP, SIMPLE, Small business plans, Traditional IRA on June 2nd, 2010 | No Comments »

January, February and March. They’re the tough months following the fun of the holidays. And they often come with an endless stream of winter weather delights, too. Spring can’t get here fast enough for most of us. But as a Self-Directed IRA investor, you may consider the first quarter a favorite time of year since [...]

Filed under: CESA, Equity University, HSA, Roth IRA, SEP, SIMPLE, Traditional IRA on February 25th, 2010 | No Comments »

You Can Benefit From Increases for Small Business Plans and 401(k)s Good news for those participating in SEP IRA, SIMPLE IRA, 401(k), or Solo 401(k) plans, the Internal Revenue Service (IRS) recently announced increases to contribution limits for those retirement plans – up to $54,500 depending on the plan and an individual’s eligibility. And if [...]

Filed under: Investing in Real Estate, IRA Contributions, Saving for Retirement, SEP, SIMPLE, Small business plans, Traditional IRA on October 28th, 2008 | No Comments »

For small business owners, the Savings Incentive Match Plan for Employees (SIMPLE) can serve as an excellent savings source for the future. Although it is intended for small business owners, it can also be the perfect investment vehicle for real estate investors, self-employed individuals or sole-proprietors because it gives you the freedom to invest in [...]

Filed under: SIMPLE on June 7th, 2007 | No Comments »