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ALERT: USPS is experiencing delays due to the impacts of COVID-19 (USPS.com), impacting delivery of our client statements and payments. Equity Trust is encouraging clients to use electronic methods for depositing and delivery of payments: Rental/Note Payments can be submitted using our Online Payment Center | Request purchase funds, bill payments, and distributions using Wire or ACH payment methods through myEQUITY Wizards
Open your account online in less than 10 minutes. You will be guided through the steps to provide your personal information and method of funding for your account. Then after completing a final review of your application and signing using eSignature your application will be submitted.
Your account will typically be opened within 3 business days. Delays may occur if there are any corrections needed from you in order to complete the account setup process.
These options are not mutually exclusive. It is possible to fund your IRA by one, two, or all three methods. Additionally, it may be possible to fund a Roth IRA through a Roth Conversion.
Learn more about Account Funding Options
You direct all investments for your account with the freedom and flexibility to diversify your portfolio with both alternative and traditional assets.
You can process your investment direction online using the intuitive wizards or Transaction Launcher feature on myEQUITY to submit your request. The Transaction Tracker and dashboard provide access to monitor transactions around-the-clock from any device.
Open Your Account OnlineRollover, Transfer, Out of Pocket Contribution, or Roth Conversion
Rollover
Transfer
Out of Pocket Contribution
Roth Conversion
100+ Investment Options You Didn’t Know Were Possible for Your IRA
Traditional and Roth IRAs
Allows you to make contributions with pre-tax money and may provide a tax deduction, while the investment earnings are tax-deferred until withdrawn from the account.
Advantages:
Individuals age 59½ are eligible to start taking withdrawals, but at age 70½, required minimum distributions must begin.
Learn MoreAllows you to make contributions with after-tax dollars (not eligible for tax deduction). The Roth IRA is designed to allow investment earnings to grow tax-free and provides the opportunity for tax-free withdrawals in retirement. Earnings and qualified distributions are tax-free after age 59½.
Advantages:
U.S citizens, regardless of age, can open a Roth IRA, assuming their individual Modified Adjusted Gross Income (MAGI) is within allowable limits.
Learn MoreCall 855-673-4721 or schedule a consultation and a Senior Account Executive will answer questions and walk you through the process.
Schedule a Consultation