IRA Landing Page Assessment Step 1 of 5 20% What are your current goals?Changing your investment strategy to include alternative investments dramatically expands your horizons. Depending on what you’d like to accomplish, a Self-Directed account has the flexibility and growth potential to get you there faster.Select all that apply:Goals* Portfolio Diversification Reduce Tax Burden Increase Return on Investment More Control of Investment Dollars More Stable Investing Access Additional Capital Long-term Income Protect Wealth How comfortable are you with self-directed investing?Equity Trust offers a variety of self-directed accounts depending on your goals, including small business plans, plus education and health savings accounts. These powerful accounts combine the tax advantages of retirement accounts with nearly unlimited investment options to create a portfolio that truly works for you. Please select one: Comfort Level* This is a whole new world to me I get the basics, but still have some questions I can't wait to start investing Which asset class are you most interested in?You can invest in a wide range of alternative assets, such as real estate, promissory notes, cryptocurrency, and private equity, in addition to stocks, bonds, and mutual funds. If you’re looking to diversify your portfolio, you’re in the right place.Select your primary investment interest:Asset Classes* Real Estate Promissory Notes Private Equity Cryptocurrency Other Silver & Gold I'm not sure yet How much are you looking to invest?With nearly limitless investment opportunities, you can invest as little or as much as you desire. Alternative assets provide a variety of investment dollar options. We can provide information to help you decide which may be best based on your goals.Investment AmountDon't Know Investment Amount I don't know how much Based on your assessment You're Ready to Invest You've got definite ideas about where you'd like to take your portfolio, but perhaps a few questions about the best path forward. Let's set up a conversation with one of our expert alternative investing counselors who specializes in the specific areas of greatest interest to you. In the meantime, we'll send you our exclusive resource, the 15-Minute Guide to Self-Directed IRA Investing, plus additional information about your areas of interest.Name* First Name * Last Name * Email* Phone*Contact Preference Phone Email More Information I would like more information on my selected areas of interest We respect your privacy and will not use the information you provide for any other purpose.CommentsThis field is for validation purposes and should be left unchanged. 855.233.4382 © 2023 Equity Trust®. All rights reserved. Terms of Use Privacy Policy