Success Stories
Everyday people, just like you, are realizing tremendous success with Equity Trust's self-directed IRAs. Read what others are saying below on how they succeeded by using their investment knowledge combined with Equity Trust's expertise in self-directed IRAs.
“I am a Vice President in commercial banking and appreciate the importance of strong customer service. My experience with Equity Trust has proven to me that a client will shop until he finds strong customer service and will stay because of it! Thank you for making the process smooth and efficient.”
--Robert C. Vorus III, Sandy Spring, Georgia
“Recently I established a custodial account with Equity Trust and had occasion to purchase an investment property within my IRA. As a result I had several opportunities to deal with your customer support staff to through the appropriate forms and procedures. The purpose of this letter is to commend, to your attention, the excellent job done by your organization. As a former COO of a multi-national firm, and after a lifetime in sales and sales support, I appreciate superior service when I see it; and yours is, most definitely superior.”
--Robert Pizzimenti, Front Royal, Virginia
“We have just completed our first and second transactions using our Equity Trust Company IRAs for real estate investments. We grew $100,000 to $128,865 with a real estate investment in 10 ½ months, and earned over 30% on a per annum basis. We also just grew another IRA from $18,000 to $22,500 in nine months, with again about 30% per year. Needless to say, we are looking for our next investments to grow our IRAs.”
--Don and Barbara Carlson, Clinton, Ohio
“Equity Trust has been our self-directed IRA trustee for over 15 years. Investing in real estate via an IRA was not common in California then, so we appreciate your long-term support. Thank you so much for being there today to answer our questions for the next real estate investment. You addressed our particular situation, gave us suggestions for remaining compliance with the IRS guidelines, and referred us to a CPA and/or Attorney for structuring the investment. You guys are good! Your professional speaks for itself.”
--RW, San Francisco, California
“After recommendations from several people, I have recently opened an account with Equity Trust. Since I opened my account, I have also steered others in their direction. Equity Trust’s customer service has been superb. I have called consistently asking questions regarding how to do various tasks in the most expeditious manner. They have given me clear answers and helped me through the process of getting my first deals done. Thank you.”
--Charlotte Birchfield, Huntsville, Alabama
“I recently completed my first purchase with a down payment for a pre-construction condo in Orlando. I was unsure how to send the information to the title company in Florida, but Equity Trust was friendly, courteous, and literally walked me through the process. I appreciate the professionalism shown by Equity Trust reps.”
--Dan Henry, Ann Arbor, Michigan
“In 2003 I invested my $5,500 Roth IRA in a couple of real estate options and was able to grow it to $55,000 by 2004. I took that $55,000 and invested in an option on undeveloped land, which I later sold for an approximately $850,000 profit. Today my Roth is worth over $900,000. My plan is to have my Roth worth over $5,000,000 in the next three years.”
--Tom Wilson, Elmwood Park, New Jersey
“Equity Trust has been very helpful to me in setting up a self-directed IRA trust. What has been amazing, is that I have not had one inconsistency in the information provided. You guys are real professionals and well worth your fees.”
--Carl J. Braunreifer, Wisconsin
“The local bank called me and asked if I might be interested in this warehouse deal. I had bought a few houses before, but I didn’t think I would be interested in this. I ended up purchasing the property, and the deal resulted like this: I split it fifty-fifty with my husband’s IRA. We took $75,000 from each of our IRAs and within three months we sold it and netted $60,000. And to make it better, it was 100% TAXFREE in our Equity Trust Roth IRAs! When I opened my account at Equity Trust it was less than $50,000, today I have over $550,000. I am going for the million-dollar mark in my Roth IRA. With your help, I don’t even have to try hard because we are retired and do a lot of other fun things, but I’d say we do five or six deals a year. Once my Roth gets to $1 Million, I may just vacation and only do a few deals for fun. Thank you so much for everything! “
--Faye Van Osdol, Jefferson City, Tennessee
“Opening my tax lien self-directed IRA has been the best thing I’ve done with IRA funds. I’ve made more money in tax liens in two years than I’ve made investing in mutual funds in five years!”
--Marianne V. Beck, Boca Raton, Florida
“Just a note of what has been happening with my Roth investments. We started three years ago and rolled over my wife’s 401k plan to a Roth. The money was transferred into this account the week before a significant stock market crash (just dumb luck). We started with $150,000 and have since bought real estate in the account and turned it into $500,000. Now that I know what I’m doing, I think I can grow it at a much quicker pace. I am sure glad I got out of the market. I know I would be lucky for the account value to be $100,000 today if I had stayed in the market rather than the $500,000 value today. If you are not in the Roth IRA, don’t wait!”
--Bill Taylor, Pendleton, Indiana
“I wanted to let you know how much I was impressed with your customer service department at Equity Trust. Your response time was quick and the knowledge and ability to answer questions or find answers quickly was also excellent. My investment was wired promptly and this was greatly appreciated. Thank you for your help and I look forward to possibly doing more with Equity Trust in the future.”
--Pamela Marcum, Destin, Florida
“Last year I partnered with two other individuals to purchase a 104-unit apartment complex for $2.5 Million. For my part of the transaction I had to provide $50,000. I had nearly $30,000 in two IRAs and a 401(k) I was rolling over from a previous employer. I raised $20,000 from other sources to round out the rest of the investment. The complex has been cash flow positive since day one despite requiring over $43,000 in capital improvements. We are now at over 95% occupancy and I am making as much as $2,200/month.”
--Wes Schaeffer, Murrieta, California
Share Your Success Stories!
Equity Trust Company wants to hear from YOU! Have you made some incredible business deals in your self-directed IRA? Tell us about it! Did you save major dollars in taxes by taking advantage of the tax-free or tax-deferred status of your Equity Trust IRA account? We want to know! When you give us your testimonial and fill out the required release form, you will receive a FREE COPY of the latest edition of Dick Desich's "Proven Wealth Building Secrets For You and Your Children." (value - $56)
Click here to begin recording your testimonial! Be sure to include:
- Your contact information/account number.
- Type of IRA used: Roth, Traditional, SIMPLE, SEP, CESA, etc.
- Full information on the deal from start to finish.
- Amount of IRA funds used in the deal.
- How long the deal took from start to finish.
- How much money was made in the deal.