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Equity Trust Self-Directed IRAs: Investment Freedom Starts Here

Discover the nearly endless possibilities for your retirement account, including real estate, promissory notes, private equity, cryptocurrency, precious metals, and more.

Top 7 IRA Accounts for 2022

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"Best Overall" Self-Directed IRA Company

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$45B in Assets Under Custody and Administration

Equity Trust Company 2024

Get your self-directed IRA questions answered: Request your call with an IRA Counselor

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By entering your information and clicking Get Started, you consent to receive reoccurring automated marketing 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 emails from Equity Trust and seek information, contact us at 855-233-4382.

What is a Self-Directed IRA?

A self-directed IRA (SDIRA) is technically the same tax-advantaged account you may find at any brokerage firm, custodian, or bank.

The difference with a self-directed IRA is that it enables you to invest in a wide range of alternative assets, such as real estate, promissory notes, and private equity in addition to traditional investments, such as stocks, bonds, and mutual funds.

Contributions may be fully or partially tax deductible depending on your circumstance, and taxes on investment earnings are tax-deferred.

Qualified withdrawals are tax-free and investment earnings are tax-deferred.

This small business account has higher contribution limits and offers the opportunity to contribute as employee and employer.

These small business accounts are less complex and costly than a 401(k) and allow individuals to contribute larger amounts.

Health Savings Accounts offer triple tax advantages: possible tax deductions, funds grow tax-deferred, and qualified expenses are tax-free.

Coverdell Education Savings Accounts can help pay for college expenses, in addition to elementary and secondary tuition, as well as books and supplies.

What Can You Invest in with an IRA?

The investment possibilities for a self-directed IRA are nearly unlimited. Assets that can be held in an IRA include:

Real Estate
Promissory Notes
Private Entities / Equity
Precious Metals
crypto
Digital Assets
Mutual Funds / Stocks / ETFs
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Why Do You Need a Self-Directed IRA Custodian?

Due to the unique nature of a self-directed IRA, you need a custodian that's specially equipped to handle the account's administrative requirements.

Not all self-directed IRA custodians are equal. Before entrusting your financial future to a firm, you should ensure they:

Equity Trust Most Custodians
Are regulated by a state or federal entity check check
Have sufficient industry experience check X
Possess knowledge about the process check X
Provide the customer service support you need check X

Redefining retirement saving for 50 years

Recognized as the industry leader and pioneer of Self-Directed IRAs, Equity Trust has unparalleled alternative asset expertise and an unmatched record of excellence. Named among the Top IRA Accounts for 2022 by US News & World Report, we offer customized one-on-one sessions to discuss your interests and goals to help guide your success as you navigate your opportunities.

Investment Freedom

Investment Freedom

You can diversify into a range of options including real estate, private entities, digital assets, precious metals, and more, in addition to stocks, bonds, and mutual funds - all in one account.

Innovative Technology

Innovative Technology

Easily invest and manage your account on any device with our online account management system myEQUITY. Intuitive online wizards walk you through funding, purchases and sales, paying bills, distributions, and more.

You Direct, We Support

You Direct, We Support

You're in control, but you're not alone. Our knowledgeable associates provide personalized service, and we offer an abundance of learning opportunities.

Recognized Leader

Recognized Leader

Our size, expertise, and technology help us ensure that we're there when you need us most. Our 400+ associates work diligently to enhance your experience.

Access to Opportunities

Access to Opportunities

Don't have an investment in mind? Our Investment District online marketplace enables you to find potential investment opportunities with the click of a button.

Exclusive Benefits

Exclusive Benefits

Each client receives access to exclusive opportunities not found with any other self-directed account custodian. You'll receive valuable, in demand discounts and membership access.

Your financial future starts today

1

Open Your Equity Trust Account

One of our specialized counselors will walk you through the process, or you can do it online with myEQUITY. (10 minutes)

2

Fund Your New Tax-Advantaged Account

You can fund your account via rollover, transfer, or out-of-pocket contribution.

3

Select Your Investment

myEQUITY investment wizards walk you through the investment process online at your convenience. We have liaisons ready to help if you need it.

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Jump-Start Your Self-Directed Investing

Our knowledgeable IRA Counselors can answer your questions about the self-directed investing process and share insight and education about our self-directed accounts to help you decide what options may be best for you.

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

By entering your information and clicking Start a Conversation, you consent to receive reoccurring automated marketing 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 emails from Equity Trust and seek information, contact us at 855-233-4382.

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