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  1. Resources for Investors
  1. Resources for Investors

Resources for Individual Investors

Featured Blog Post

Passive Investment Opportunities for Your Retirement Account

Passive Investment Opportunities for Your Retirement Account

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Educational Events

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Investor Resources

Client Stories, Insights Blog, Regional Events, Forms, Educational Videos, Fraud Prevention & FAQs

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Client Stories Insights Blog Forms Retirement Calculators Fraud Advisory

Client Case Studies & Success Stories

Dozens of Client Case Study Webinars & Whitepapers present active self-directed IRA investors detailing their current successes with a variety of asset types.

Case Study Webinars Replays:
  1. 2018 Self-Directed Investor of the Year Webinar: Learn how one self-directed investor in North Carolina was able to earn an average return on investment of approximately 40 percent in just 16 months with their first 2 investments by avoiding five challenges, or success killers, of self-directed real estate investing.
  2. 2017 Self-Directed Investor of the Year Webinar: $130,000 Profit Between 5 Accounts on 2 Real Estate Investments: Hear how one real estate investor in Tennessee netted approximately $130,000 on two real estate investments in this webinar from Equity Trust. Brian explains the series of investments that earned him Equity Trust’s 2017 Self-Directed Investor of the Year Award.
  3. Discover the Tax-Advantaged Wealth-Building Power of Self-Directed IRAs from Case Studies: Hear client stories from our 2018 Wealth Building Summit in this webinar and discover more about the wealth-building power of self-directed IRAs.
ACCESS ALL CASE STUDIES

Investor Insights

Visit our Investor Insights Blog for the latest self-directed investing news and educational resources.

As leading custodian of self-directed IRAs and other accounts, Equity Trust enables individual investors to diversify portfolios through alternative assets and create future wealth by investing in assets they know best.

Our blog features the latest news and educational resources regarding alternative asset investing in tax-advantaged self-directed IRAs and related topics.

ACCESS THE BLOG

Forms to Manage Your Account

Forms to direct an investment or manage your account can be accessed through the button below.

Log into myEQUITY to use online wizards to guide you through the process for submitting transactions (such as Bill Pay and Distributions). Go to the Transaction Launcher within myEQUITY to upload completed forms and submit your request.

If you don’t yet have a myEQUITY login, you can still pay an invoice online with our one-time payment e-check/ACH or credit card payment options. If you need assistance with any form, our Client Service Team is available to help.

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Retirement Calculators

RMD and 401(k) Contribution Calculators

Available from the SEC Investor.gov website:
Available from AARP.org:
CALCULATORS

Check Before You Invest: Fraud & Scam Prevention

Learn how to identify potential scams and fraudulent investments, perform due diligence on opportunities and report them.

Investor fraud is a problem for all Americans and the greatest tool for preventing fraud is education and knowledge.

“An informed and skeptical investor is the best defense against fraud,”
— Mary L. Schapiro, 29th Chairman of the SEC

Equity Trust, in conjunction with the Retirement Industry Trust Association (RITA), has compiled governmental and industry resources to help you, the self-directed investor, in making your investment decisions.

As with any investment, a risk of being victimized by fraud and scams is a possibility. Find out what you can do to protect yourself.

(Please Note: Outside of FDIC insured investment products, all investments carry risk including loss of principal. No governmental agency or IRA custodian approves or guarantees investments.)

Additional Resources
  • IRS Contribution Limits and Deadlines
  • IRS Publications
  • Relevant Legislation and Court Rulings
FRAUD & SCAM ADVISORY

Frequently Asked Questions

Some advantages of self-directed IRAs include:

  • Tax-deferred or tax-free profits
  • Investment diversity: It is possible to invest in an array of assets in your retirement account
  • Securing your assets
  • Potentially building wealth for future beneficiaries

Equity Trust offers a variety of IRAs, as well as other self-directed accounts, including: Equity Trust

  • Traditional IRA
  • Roth IRA
  • Simple IRA
  • SEP IRA
  • Solo 401(k)
  • Roth Solo 401(k)
  • Health Savings Account (HSA)
  • Coverdell Education Savings Account (CESA)

Some of the investments Equity Trust clients make using their self-directed IRA include real estate, tax liens, digital currencies such as Bitcoin, private lending, purchasing notes, private placements, precious metals, forex and other investment options that are permissible under IRS guidelines.

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Talk to an Experienced Account Executive

Get answers to your questions and learn more about building wealth with tax-advantaged accounts.

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Billing Questions

Annual Billing Questions & Answers When are annual maintenance fees (AMF) due? Equity Trust begins mailing annual maintenance fee bills in early January, and the due date for the 2020 AMF invoice is Thursday, February 27, 2020. Equity Trust provides four flexible payment options based on your account profile: Auto-pay: automatic debit from your cash […]

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