Self-Directed IRA Rules

Start with a strong foundation: Discover what you need to know before investing your retirement account in alternative assets

Name*

First Name* Last Name*

Email*

Phone*

Comments

This field is for validation purposes and should be left unchanged.

By entering your information and clicking Get Started, you consent to receive reoccurring automated marketing text messages and emails about Equity Trust’s products and services. This consent is not required to obtain products and services. If you do not consent to receive text messages and emails from Equity Trust and seek information, contact us at 855-233-4382. Reply STOP to opt out from text messages. Message and data rates may apply. View Terms & Privacy.

Your Self-Directed IRA Rules Guide Covers:

– Prohibited transactions and investments
– Examples of allowable investments
– Who is a disqualified individual

Self-directed IRA Rules Guide cover image

Why Equity Trust?

With 50 years of financial service experience, our track record of success with self-directed IRAs, 401(k)s, and other retirement plans is unmatched. See what makes us better than the rest.

Create a customized portfolio of alternative assets as well as traditional investments with a single custodian.

Our track record of excellence is unmatched in the industry. Investors rely on us to custody and administer more than 334,000 accounts with over $45 billion in assets (as of 1/1/2024).

Simplify investing and account management online, through our industry-leading system, myEQUITY.

Recognized as an exceptional service provider, we have more than 400 employees dedicated to you.

Maximize your account and gain new insights with access to unparalleled, on-demand education from webinars, case studies, how-to guides and live workshops.

Equity Trust is a state regulated trust company. You’re in good hands.

Announcing an Easier Way to Find Investments

It is now easier than ever to find the most in-demand investment opportunities for your self directed account. Introducing Investment District, where you can browse and choose from high-end platforms and providers in the cryptocurrency, lending, precious metals, private equity/crowdfunding, and turnkey real estate asset classes.

Second to None

Our unparalleled industry and alternative asset expertise come with an unmatched record of service.

	Equity Trust	Most Custodians
All-inclusive fee schedule
Free alternative investment buy/sell transactions
Access to alternative investment opportunities and providers in one place
Easy-to-use online investment wizards
50 years of experience

Discover what only 3% of Americans know about creating lasting wealth.

Self-directed IRAs and other retirement plans allow you to create lasting wealth by investing in areas where you have knowledge, expertise, and comfort.

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.