Investor Insights

Topics:

Promissory Note Investing

When a Performing Note Stops Performing: Your Options

Managing Your Account

myEQUITY Client Logon Requirements: Frequently Asked Questions

Roth IRA

Should You Consider a Roth Conversion Based on Biden’s Potential Tax Plans?

Real Estate

Don’t Overlook this Potentially Big Rental Property Insurance Mistake

Self-Directed IRA Concepts

“Due Diligence” and Investments: What You Really Need to Know

Promissory Note Investing

5 Reasons to Consider Investing in Promissory Notes with Your Self-Directed IRA

Real Estate

Have the Wrong Rental Property Insurance? Here’s What Could Go Wrong

Real Life Examples

Part I: How Sean Katona Got Started in Real Estate, Why Commercial Real Estate, and Evaluating Potential Markets

Real Estate

Part II: Sean Explains Investing Out-of-State, Turnkey Property Evaluation, and Resources for Investors to Tap Into

Self-Directed IRA Concepts

Angel Investing 101: 10 Steps to a Promising Early-Stage Venture Deal

Managing Your Account

How Often Can You Roll Over Your IRA? It Depends…

Real Estate

Common Rental Property Risks and How to Minimize Them

Get Access to Your 100+ IRA Options Checklist

100+ Investment Options You Didn't Know Were Possible for Your IRA

Get Access Now

Talk to An Experienced Account Executive

Get answers to your questions and learn more about building wealth with tax advantaged accounts.

Schedule a Consultation

855.233.4382

Investor Insights Newsletter:
Join over 100,000 subscribers who receive investing and wealth-building news and education in their inbox.

Equity Trust Company
1 Equity Way
Westlake, OH 44145

Equity Trust Company is a directed custodian and does not provide tax, legal or investment advice. Any information communicated by Equity Trust Company is for educational purposes only, and should not be construed as tax, legal or investment advice. Whenever making an investment decision, please consult with your tax attorney or financial professional. Equity Institutional services institutional clients of Equity Trust Company. Brokerage Services Available Through ETC Brokerage Services, Member SIPC, and FINRA. *Founded in 1974 | Self-Directed IRA Custodian since 1983. The predecessor business to Equity Trust Company was established in 1974 and the IRS approved as a custodian in 1983. **Assets under custody as of 8/31/2021.

Equity Advisor Solutions

You are leaving trustetc.com to enter the ETC Brokerage Services (Member FINRA/SIPC) website (etcbrokerage.com), the registered broker-dealer affiliate of Equity Trust Company. ETC Brokerage Services provides access to brokerage and investment products which ARE NOT FDIC insured. ETC Brokerage does not provide investment advice or recommendations as to any investment. All investments are selected and made solely by self-directed account owners.

Continue

[class^="wpforms-"]