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Offering IRA investing opportunities as part of capital raise strategies.
Case Study: Insitu Biologics
“All of our IRA investors have transferred in; no one has used new money to open their IRA accounts,” he says. “We wouldn’t have gotten those investments if they hadn’t been able to use their IRA money.”
– Jim Segermark, Insitu Biologics CEO
Case Study: Reliant Investments
“About 15-20% of our company’s investment equity comes from individuals utilizing tax-advantaged retirement accounts.”
– Kris Benson, Reliant Investments
Find all the forms you need here, conveniently organized by industry and transaction type.
Access FormsUse these links to reference IRS regulations and retirement plan guidelines.
Access IRS DocumentsRMD and 401(k) Contribution Calculators
Annual maintenance fee (AMF) bills mail in early January, and the due date for the 2022 AMF invoice is Wednesday, March 23, 2022.
Four flexible payment options based on your account profile:
Sales / Business Development
New Account Inquiries:
Toll-Free: 855-355-ALTS (2587)
Fax: 440-243-9702
Email: [email protected]
Business Development Team
West: 216-538-6690 | Cental: 855-805-5852 | East: 855-621-9862
More details available for IRA Services, Precious Metals Services, Qualified Plan Services and Directed Trustee Services (DTS):
Contact UsCase Studies
Offering IRA investing opportunities as part of capital raise strategies.
Case Study: Insitu Biologics
“All of our IRA investors have transferred in; no one has used new money to open their IRA accounts,” he says. “We wouldn’t have gotten those investments if they hadn’t been able to use their IRA money.”
– Jim Segermark, Insitu Biologics CEO
Case Study: Reliant Investments
“About 15-20% of our company’s investment equity comes from individuals utilizing tax-advantaged retirement accounts.”
– Kris Benson, Reliant Investments
Forms
Find all the forms you need here, conveniently organized by industry and transaction type.
Access FormsIRS Documents
Use these links to reference IRS regulations and retirement plan guidelines.
Access IRS DocumentsRMD & 401(k) Calculators
RMD and 401(k) Contribution Calculators
Billing and Fees
Annual maintenance fee (AMF) bills mail in early January, and the due date for the 2022 AMF invoice is Wednesday, March 23, 2022.
Four flexible payment options based on your account profile:
Contact Us
Sales / Business Development
New Account Inquiries:
Toll-Free: 855-355-ALTS (2587)
Fax: 440-243-9702
Email: [email protected]
Business Development Team
West: 216-538-6690 | Cental: 855-805-5852 | East: 855-621-9862
More details available for IRA Services, Precious Metals Services, Qualified Plan Services and Directed Trustee Services (DTS):
Contact UsLearn how our custodial and technology solutions can help simplify your alternatives investing.
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Equity Trust Company 1 Equity Way Westlake, OH 44145Equity Trust Company is a directed custodian and does not provide tax, legal or investment advice. Any information communicated by Equity Trust Company is for educational purposes only, and should not be construed as tax, legal or investment advice. Whenever making an investment decision, please consult with your tax attorney or financial professional. Equity Institutional services institutional clients of Equity Trust Company. Brokerage Services Available Through ETC Brokerage Services, Member SIPC, and FINRA. *Founded in 1974 | Self-Directed IRA Custodian since 1983. The predecessor business to Equity Trust Company was established in 1974 and the IRS approved as a custodian in 1983. **Assets under custody as of 8/31/2021.
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