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Tax Advantaged Accounts

Roth vs. Traditional IRA: FAQs

February 8, 2019

What are my IRA investment options? Can I invest in assets other than stocks, bonds and mutual funds?

Roth IRA and Traditional IRA – With a self-directed custodian, such as Equity Trust, you have the ability and option to invest in alternative assets such as real estate, private equity, cryptocurrency (i.e. Bitcoin), promissory notes, precious metals and many others, in addition to traditional assets like stocks, bonds and mutual funds.

The IRS publishes maximum IRA contribution limits and catch up provisions each year. Summaries for each type of contribution can be found on Contribution Limits.

Yes. For instance, if you wish to transfer funds from a traditional IRA to an Equity Trust self-directed IRA, the funds must be transferred to a traditional IRA.

To set up a self-directed retirement account with Equity Trust visit myEQUITY and start the process today. You can also visit How to Get Started for more information. Or simply schedule a free, one-on-one consultation with an Equity Trust Senior Account Executive.

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