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Throughout her career as a high school art teacher, Susan of Texas built a retirement portfolio that consisted of savings from her TRS retirement fund, her IRA, and inheritance money from her parents.
“After a divorce in 2010, I became solely responsible for making investment decisions and wanted to invest wisely, Susan says. “The economic impact of September 11, 2001 on the stock market sent asset values plummeting with some investors losing their entire funds. I wanted to find alternatives to the stock market.”
Susan and her children spent the last ten years vacationing at beach front property near Jacksonville, Florida.
“I fell in love with the area and dreamed of someday owning property there,” she says. “However, I did not have the cash to personally buy into such an expensive market and all my retirement savings were invested in traditional assets.”
Susan placed a small wooden box with sand from that memorable beach in her classroom. It had miniature beach chairs, a palapa, sandals and other small items to remind her of her retirement goal. “I shared my dream with my students and they loved it. They often ran their fingers through the sand and rearranged the furniture at the ’beach’.”