Self Directed IRA Investment Opportunities at Equity Trust
Very few Americans realize that they have the option to self direct their IRAs and other retirement plans into real estate and other assets. Most investors believe that their only IRA investment options are bank CDs or the stock market and mutual funds - because they have been given this inaccurate information by their current IRA custodian.
If you are already a successful investor in real estate or other assets, or are just looking to diversify your retirement portfolio, the combination of higher (and more dependable) rates of return and your IRA can be very powerful.
The tremendous advantages IRAs and other retirement plans offer Americans include the following:
- The power of compound interest
- Reduction of taxable income
- Asset protection
- Estate planning
Click for more information on the Benefits of a Self Directed Individual Retirement Account (IRA). However, not all self directed IRA custodians are the same! See Why Equity Trust is the Preferred Choice.
Invest with knowledge, expertise and comfort
While most IRA custodians limit the investment options you are able to make, clients at Equity Trust Company are afforded complete control over their financial future. We offer a broad range of investment opportunities that allow our clients to apply their knowledge in investment areas in which they are already successful (and comfortable) to their IRAs and other retirement plans.
What kind of wealth can be created for you and your family with an Equity Trust self directed real estate IRA? Find out with the Equity Trust Self Directed IRA Wealth Calculator.
Here are just a few of the options available to our clients:
- Real Estate - including apartments, single family homes, and duplexes
- Commercial property, developed or undeveloped land
- Mortgages/Deeds of Trust
- Publicly traded stocks, bonds, mutual funds
- Private Limited Partnerships
- Private Stock Offerings, Private Placements
- Private Limited Liability Companies
- Secured and Unsecured Notes
- Judgments/Structured Settlements
- Tax Sale Certificates
- Car Paper
- Factoring
- Accounts Receivable
- Commercial Paper
- Equipment Leasing
For those who specialize in unique investments such as real estate or private placements, Equity Trust allows you to make tax free/deferred investments in those areas in which you have knowledge and expertise. While the buying and selling of “traditional” assets such as stocks, bonds, and mutual funds is a relatively simple task, IRA investments in “alternative” assets requires the completion of specific documents and strict adherence to IRS guidelines.
Proper documentation to assure tax-free/deferred status of special asset investments is covered in Self Directed IRA Investment Procedures. The general guidelines that must be used while investing inside an IRA are further discussed in this section. The most important concepts in understanding the investments and transactions prohibited by the IRS are covered in Prohibited IRA Transactions.
Equity Trust will accurately and consistently handle all the necessary paperwork and government reporting that will enable you to make your investments in a tax free/deferred environment. With more than 32 years of experience, a knowledgeable, friendly and service-oriented staff, and the most advanced hardware, software, imaging and networking systems, Equity Trust is ready to help you achieve your future financial goals by letting you profit from your knowledge and expertise.
Related Links:
- Self directed real estate IRA at Equity Trust - If you are interested in self directing your IRA and other retirement funds into real estate investments, the Equity Trust real estate IRA page will answer many of your questions.
- Self directed tax lien IRA at Equity Trust - If you are interested in self directing your IRA and other retirement funds into tax liens and/or tax deeds, the Equity Trust Tax Lien IRA page will answer many of your questions.
- Self directed real estate note (mortgage/deed of trust) IRA at Equity Trust - If you are interested in self directing your IRA and other retirement funds into real estate backed note investments, the Equity Trust Note IRA page will answer many of your questions.
- Self directed publicly traded IRA investments at Equity Trust - If you are interested in self directing your IRA and other retirement funds into publicly traded investments such as stocks, bonds, and mutual funds, the Equity Trust Listed Investments page will answer many of your questions.
- Self directed private entity IRA at Equity Trust - If you are interested in self directing your IRA and other retirement funds into a private entity such as a limited partnership, limited liability company, c-corporation, land trust or private placement, the Equity Trust Private Entity IRA page will answer many of your questions.
- Open a self directed IRA at Equity Trust.
To speak with a knowledgeable and experienced Equity Trust Client Service representative about any of the above investment opportunities for your IRA, or for any other questions or help, please call 440-323-5491, Mon-Fri, 8:30 am - 7:00 pm (EST).