Generic selectors
Exact matches only
Search in title
Search in content
Filter by Categories
Cryptocurrency Investing
ETC News
Institutional Investors
Investor Insights Blog
Managing Your Account
Promissory Note Investing
Real Estate
Real Life Examples
Roth IRA
Self-Directed IRA Concepts
Small Business Plans
Tax Insights
Tax-Advantaged Accounts

Resources for Individual Investors

Featured Blog Post

Managing Your Account

10 Ways to Make Your Investing Process Easier with myEQUITY

Read More See All Posts

Educational Events

Dec 05
Dec 08

Self-Directed IRA/401(k) Mastery Class: Eastern PM EDT Audience

on24.com – EDT Virtual Webcast Event – 6:00 pm | 8:00 pm | Dec 08

Dec 12
See All Events

Announcing an Easier Way to Find Investments

It’s 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.

Locate an Investment Opportunity

Investor Insights

Visit our 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

What do Equity Trust Clients Say?

Due diligence is essential. We understand you want to consider all available information before making an important decision such as choosing a self-directed IRA custodian. We can provide countless reasons why Equity Trust Company is the best custodian for your self-directed account, but don’t just take our word for it; here are Equity Trust Company reviews from actual clients.

REVIEW WHAT OTHERS HAVE SAID ABOUT US

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.

Just a Few Examples of Case Study Webinar 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

Video Resource Center

View our videos to quickly learn about the benefits of self-directed IRAs, and more about investing in Real Estate, Private Lending, and Private Entities with an IRA.

VIEW SELF-DIRECTED IRA VIDEOS

Forms to Manage Your Account

Forms to direct an investment or manage your account can be accessed through the button below. Or skip the form… As myEQUITY.com provides a faster, easier way to invest and manage your account.

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.

View All Forms

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

Retirement Calculators

RMD and 401(k) Contribution Calculators

Available from the SEC Investor.gov website:


Available from AARP.org:

Calculators

Insights Blog

Investor Insights

Visit our 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

Customer Reviews

What do Equity Trust Clients Say?

Due diligence is essential. We understand you want to consider all available information before making an important decision such as choosing a self-directed IRA custodian. We can provide countless reasons why Equity Trust Company is the best custodian for your self-directed account, but don’t just take our word for it; here are Equity Trust Company reviews from actual clients.

REVIEW WHAT OTHERS HAVE SAID ABOUT US

Client Stories

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.

Just a Few Examples of Case Study Webinar 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

Video Resource Center

Video Resource Center

View our videos to quickly learn about the benefits of self-directed IRAs, and more about investing in Real Estate, Private Lending, and Private Entities with an IRA.

VIEW SELF-DIRECTED IRA VIDEOS

Forms

Forms to Manage Your Account

Forms to direct an investment or manage your account can be accessed through the button below. Or skip the form… As myEQUITY.com provides a faster, easier way to invest and manage your account.

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.

View All Forms

Fraud Advisory

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

Retirement Calculators

Retirement Calculators

RMD and 401(k) Contribution Calculators

Available from the SEC Investor.gov website:


Available from AARP.org:

Calculators

Frequently Asked Questions

Get answers to common questions about self-directed IRAs, real estate in an IRA, transferring an account, and more.

VIEW ALL FAQS

Frequently Asked Questions

1

What are the advantages of opening a self-directed IRA?

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)
  • Potentially building wealth for future beneficiaries
2

What types of accounts does Equity Trust offer?

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)
3

What investment options are possible with an Equity Trust account?

Some of the investments Equity Trust clients make using their self-directed accounts 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.

See All FAQs
man on mountain

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.

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

We respect your privacy and will not use the information you provide for any other purpose.