- Self-Directed Accounts
- Investment Types
- Why Equity Trust
- Institutional Solutions
Discover the best self-directed account for you and your family.
Follow this simple three-step process to get started with a self-directed Traditional IRA or self-directed Roth IRA.
Get started with a tax-advantaged health savings or education savings account following this simple three-step process.
It is important that you understand what you should know, look for, and ask of any potential Self-Directed IRA provider before investing.
Whether you know it or not, you may be eligible for government-sponsored small business retirement plans such as a Solo 401(k), SEP or SIMPLE IRA. Being an investor could qualify you as self-employed, a sole proprietor or even as your own small business. To see if you qualify, please contact a Senior Account Executive at 855-673-4721.CHECK ELIGIBILITY REQUIREMENTS
Not all IRA providers are the same. Before you open your account know the differences between a facilitator and promoter versus a custodian and get answers to important questions.View the Questions
Gain insights and awareness into the IRS rules and guidelines for your tax-advantaged account before investing to avoid a mistake or error that could result in penalties or the forced distribution of assets.Learn More
Let’s talk about your financial future.
Schedule a one-on-one session with an expert alternative investment counselor. We’re here to answer any questions, help guide you through the process, and provide more detailed information and education specific to your journey.
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