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Retirement Plans for Business Owners

Experience the power of self-directed investing, even if you work for yourself.

These plans are designed for you if you are:

  • Self-employed
  • A sole proprietor
  • An entrepreneur
  • Owner of a small business with 100 or fewer employees
Learn More about Small Business Accounts

Enjoy True Investment Freedom

As your directed custodian, Equity Trust enables you to use IRAs and other tax-advantaged accounts to invest in a wide range of assets. With an Equity Trust account you have the opportunity to invest in difficult-to-value alternative assets such as real estate, precious metals, private equity, and more. Additionally, you can invest in traditional assets such as stocks and mutual funds – all through a single custodian.

Meet Equity Trust: A Leader in Self-Directed IRAs

Empowering clients with investment freedom and innovative technology, we deliver a simplified investment experience backed by 45 years* as an industry-leading custodian of tax-advantaged accounts. As an IRS approved custodian, we fulfill the custodial and administrative duties required for each type of investment account you hold.

INVESTMENT FREEDOM

Create a customized portfolio of alternative assets as well as traditional investments with a single custodian. You can maximize your account and gain new insights with access to unparalleled educational resources.

INNOVATIVE TECHNOLOGY

Simplify investing through myEQUITY, our industry-leading online account management system. myEQUITY makes it easy for investors to direct and manage their accounts with intuitive online wizards and a clear line of sight to account data.

RECOGNIZED LEADER

Our track record of excellence is unmatched in the industry. With 45 years of financial service experience*, investors with over 181,000 client accounts rely on us to custody over $30.1 billion in assets.**

SERVICE EXCELLENCE

Recognized as an exceptional service provider, we have nearly 400 employees dedicated to you. We serviced 1,000 calls per business day in 2018, completing 1.2 million transactions – Over 3,500 a day!

INVESTMENT FREEDOM

Create a customized portfolio of alternative assets as well as traditional investments with a single custodian. You can maximize your account and gain new insights with access to unparalleled educational resources.

INNOVATIVE TECHNOLOGY

Simplify investing through myEQUITY, our industry-leading online account management system. myEQUITY makes it easy for investors to direct and manage their accounts with intuitive online wizards and a clear line of sight to account data.

RECOGNIZED LEADER

Our track record of excellence is unmatched in the industry. With 45 years of financial service experience*, investors with over 181,000 client accounts rely on us to custody over $30.1 billion in assets.**

SERVICE EXCELLENCE

Recognized as an exceptional service provider, we have nearly 400 employees dedicated to you. We serviced 1,000 calls per business day in 2018, completing 1.2 million transactions – Over 3,500 a day!

Talk to an Experienced Account Executive

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

SCHEDULE A CONSULTATION