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Our offices will be closed on Friday, March 29, 2024. We will resume regular business hours on Monday, April 1.
Clients can visit myEQUITY at any time to see status updates, submit new requests, and receive up-to-date information regarding accounts.
Investor Insights Blog|Guide to Self-Directed Accounts & Taxes
Self-Directed IRA Concepts
Which type of self-directed account makes sense for your retirement and future?
Deciding between a taxable, tax-deferred or tax-free account can be difficult, and understanding the benefits of each may seem complicated.
Learn more about Traditional IRAs.
Find out more about Health Savings Accounts.
Learn more about Solo 401(k)s.
Have questions about how to get started with one of these accounts? One of our Account Executives can walk you through the process. Contact us today.
What investments can I make using a self-directed IRA?
What is a self-directed IRA custodian?
What’s the difference between a self-directed IRA and a traditional IRA?
The above applies assuming IRS rules are followed and you meet eligibility requirements. Certain investments may be subject to Unrelated Business Income Tax, such as debt-financed real estate and Limited Partnerships, LLCs and other businesses conducted within the account. Visit irs.gov for more information.
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.
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