IRA Rules

If you don't follow the rules set forth by the Internal Revenue Service, you can jeopardize tax-deferred status of your account. This could lead to the disqualification of the IRA and severe tax consequences.

• Self directed IRA rules - Learn what investments you CANNOT make in your IRA, and understand important rules before making a self directed IRA investment.
• IRA regulations - See the rules specific to certain types of IRAs and 401(k) offered at Equity Trust, including the traditional IRA, Roth IRA, SEP,SIMPLE, solo 401(k) and 401(k).
• IRA withdrawal rules - Learn the guidelines for withdrawing funds from your self directed IRA and how to avoid penalties.
• IRS publications - Here's a directory of IRS forms and publications related to IRAs.