Please note: Call center hours expanded to open at 8:00 am EDT to better serve our clients.
Visit our Coronavirus Resource Center for important updates and resources to help you navigate this time (this resource center also includes information related to the CARES Act and IRS Tax Deadline updates).
Beyond many of the popular alternative investments available for self-directed IRAs (real estate, private lending, notes, and private placements), there are even more possibilities available for self-directed investors.
As long as IRS guidelines are followed, you are in direct control of your financial future and can determine what investment makes the most sense for you.
There are a few assets that are not permitted to be held within an Equity Trust self-directed account, in addition to those restricted by the IRS.
For example, ETC will not custody:
As outlined within your Custodial Agreement, Equity Trust will review purchase requests on a case-by-case basis and may determine that your requested investment cannot be held within the account.
There are important rules to remember when investing in your account that are the same across all asset types.
Access your FREE checklist for investment options to discover what’s possible in your IRA.ACCESS REPORT