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The IRA Expert - Learn from investment pros what you can do with a Self-Directed IRA

Oops, I Own a House…

By Elsie Romot0 Comments
Occasionally, investors who buy property tax liens are left with the actual piece property when the delinquent taxes go unpaid. Equity Trust can help walk you through what comes next. Read More

Investing in Education Savings Plans

By Michael Weaver0 Comments
Families with children need to think ahead regarding the price of further education, especially if their children are planning on pursuing a four-year (or advanced) degree.
There are some investing options available for parents to consider when saving for their children’s education.  Read More

UBIT: How to Figure Out if You Owe

By Elsie Romot0 Comments
There are certain situations that cause investors to be responsible for an Unrelated Business Income Tax, or UBIT. Find out if it applies to you and what you need to do to square up with the IRS Read More

Top 8 Ways to Retire Early

By Brendan Hughes1 Comments
Retired life is an attractive option during the years of returning home every night in the dark after a long day at the office. So what are the top eight ways to help individuals save enough so they can leave the workforce and enjoy their retirement? Read More

Top Retirement Planning Mistakes

By Brendan Hughes1 Comments
When it comes to financial savings, retirement is probably the most universal goal that people strive to accomplish. Establishing a financial plan for later years in life allows individuals and couples to spend time working on hobbies or projects that interest them, rather than having to work for a paycheck to keep food on the table and the electricity turned on in the home. Read More

Why is estate planning so important?

By Brendan Hughes0 Comments
Many Americans assume that if they aren’t rich, and don’t have a lot of assets, they don’t need to establish an estate plan. However, even small estates can run into legal issues when it comes to disbursement of the estate’s assets, especially if there are multiple beneficiaries involved. This is where an estate plan comes into play. Read More

Start Up or – Ramp Up – Your Retirement Savings: Resources Guide

By Heather Taylor0 Comments
It is always the right time to begin planning for retirement, but this week, there’s special motivation to take action. In honor of National Save for Retirement Week, we have assembled the ultimate list of free resources to help you plan your path to true wealth, no matter where you are with your saving and investing. Read More

How to Protect Yourself from Fraud

By Equity Trust Staff0 Comments
Investors know that any transaction carries a certain level of risk. While self-directed IRA deals can be lucrative, there’s still a possibility that they might not be exactly what they seem. Read More

Self-Directed Investor of the Year, Winning Strategies, to be Revealed in Webinar

By Heather Taylor1 Comments
For the second year, Equity Trust Company put out the call for examples of tax-free wealth building at its best, and once again, the company was flooded with stories of investors making double-digit (sometimes triple-digit!) profits in their IRAs, or finding unique, creatively conceived deals to benefit their retirement funds. A winner has been chosen, and he will share his profit-building strategies during an upcoming free webinar. Read More

Frequently Asked Questions about myEQUITY

By Michael Weaver0 Comments
Equity Trust clients who use the eVANTAGE account management system have likely noticed some changes when logging on recently. That’s because eVANTAGE is now part of our all-encompassing client portal myEQUITY! This is still new to a lot of people, so we put together this brief list of frequently asked questions to help you get better acquainted with the new portal and all the features you now have access to. Read More

Bad Weather Brings Out the Worst in Some People

By Elsie Romot0 Comments
When natural disasters strike, stories of ordinary people doing extraordinary things to help their neighbors in need come forward.  When things are at their worst, the best in some people rises up to meet the challenges a community faces during the long recovery. Sadly, as if death and loss were not enough of a tragedy, con artists and scammers come out of the woodwork, adding to the devastation in the lives of disaster victims. Read More

Packaging Company Owner Ships Out Market Losses in Exchange for 30 Percent Returns with Self-Directed IRA

By Heather Taylor0 Comments
Chris Hively has grown tired of gambling with his life savings in the stock market.

“We’re kind of playing along in a game that we have no control or understanding of,” says Hively, an Equity Trust client who owns a packaging company near Los Angeles. “There’s so much information out there that if you’re not plugged in to the market day in and day out, you’re rolling the dice.” Read More

Where to Report Investment Fraud

By Elsie Romot0 Comments
While the old adage is bad things happen to good people, being the victim of a fraud scam or a scheme is an upsetting experience.  In addition to the monetary loss, feeling angry, betrayed, sad or embarrassed can be enough to keep a victim from reporting the crime.  This reaction is often exactly what the rip-off master and con artist want and Equity Trust Company knows breaking the silence helps keep others from being fraud victims. Read More

Common Scams & Schemes

By Elsie Romot0 Comments
As an investor, you do your best to be on your toes and watch out for schemers and scammers.  Being aware of the types of fraud specifically designed to target investors is one component of being a wise investor. Read More

Identifying Scams: Questions to Ask

By Elsie Romot0 Comments
There’s a line between a good investment and a too good to be true investment.  One can say due diligence, or the lack of, is one of the main things that determines what side of the line an investment falls on. Read More

New Scam & Fraud Knowledge Center

By Elsie Romot0 Comments
Equity Trust Company knows fraud, scams, and schemes are possible pitfalls that can trap investors.  Our mission is to help investors make tax-free profits through education, innovation, and a commitment to understanding their individual needs. In this spirit, we’ve developed a new scam & fraud knowledge center to give our clients a head start on how to identify scams and fraudulent investments, perform due diligence, and what resources to reach out to if you have a fraud complaint. Read More

Lesser Known “Fiscal Cliff” Outcome: Conversion to Roth 401(k) is Easier

By Equity Trust Staff0 Comments
It’s been hard to turn on the news in the past few weeks without hearing blow-by-blow accounts of the last-minute maneuvering in Washington to avoid the “Fiscal Cliff.” While most of the news has revolved around the preservation of tax cuts and the retaining of funding to other government programs, some might not be aware of the changes to government-sponsored retirement accounts that came out of the deal. One rule shift might interest those looking for more options when it comes to preparing a nest egg. Read More

Protecting Your Retirement From Potential “Fiscal Cliff”

By Heather Taylor0 Comments
It’s all you hear in the news anymore: “We’re approaching a ‘fiscal cliff’ … the Bush-era tax cuts are about to expire … solutions have not yet been determined.” What could this mean for your retirement savings? While that remains unknown, the reality is that our tax rates could increase. Read More

4 Steps to Successful Note Buying

By Brendan Hughes0 Comments
Eddie Speed, an expert on note investing who has bought and/or sold nearly 40,000 notes during his three-decade career, has story upon story about students he’s mentored who have reaped big profits from the note-buying business. He shared many of those stories at his half-day workshop on a bonus day at the 2012 Equity University Networking Conference. Read More

Current Clients Reveal Winning Real Estate Strategies

By Heather Taylor0 Comments
Want to know what investing strategies are working in today’s market? Join our CEO, Jeff Desich, for exclusive webinar this Thursday, August 30 at 9 p.m. ET where he’ll talk to multiple successful Equity Trust clients as they discuss what they look for in investments, how they complete them and make them work in an IRA. Read More

Save Time, Money and Headaches with Proper Due Diligence In Real Estate Investing

By Elsie Romot0 Comments
Today’s market offers abundant opportunities for lucrative self-directed real estate investments, yet some are still too intimidated to jump in. The fear of complex deals, circumstances going bad and the possibility of losing money can be a big deterrent. Fortunately, there are resources and education for investors “pre-deal” that can ease concerns and can help ensure each deal completes smoothly. Read More