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Client Stories

Client Case Studies & Success Stories

Everyday people just like you are realizing tremendous success with their Equity Trust self-directed IRA. Discover how others have succeeded when they combined their investment knowledge with Equity Trust’s expertise in self-directed IRAs.


Access 11 Self-Directed IRA Investor Case Studies

Real-Life Self-Directed Real Estate Investments

Equity Trust National Education Specialist John Bowens describes in detail how three Equity Trust clients used self-directed accounts to invest in real estate using three different strategies, as well as lessons they’ve learned through several years of experience.

Examples include:

  • How one client used a self-directed account to purchase a property at auction
  • How a self-titled “lifestyle entrepreneur” has grown her IRA significantly using her real estate knowledge
  • How an investor grew his child’s education savings account with a 44-percent-return rate after one investment
  • How self-directed investors are completing their transactions quickly and easily online
  • More momentum-building ideas and inspiration to help you begin your own self-directed investing

Hear the details of how a self-directed investment works and how real estate investors are making the most of them!


2018 Self-Directed Investor of the Year Webinar: 41% ROI in just 16 months with first 2 investments

Mark of North Carolina was able to earn an average return on investment of approximately 40 percent in just 16 months with his first two self-directed real estate investments. Learn why he says he wish he’d known about this strategy 10 years earlier.

Watch the video above or click here to read his story.


2017 Self-Directed Investor of the Year Webinar: $130,000 Profit Between 5 Accounts on 2 Real Estate Investments

Hear how a real estate investor in Tennessee netted approximately $130,000 on two real estate investments.

This webinar features:

  • Case study review of an $8,000 raw land investment that later sold for $60,000
  • How Brian partnered 3 of his children’s Coverdell Education Savings Accounts to build tax-free savings for qualified education expenses
  • Review of the investment process for partnering accounts

Watch the video above or click here to read his story.


Discover the Tax-Advantaged Wealth-Building Power of Self-Directed IRAs from Case Studies

This webinar features:

  • The concept of creating tax-advantaged dollars
  • Review of tax-advantaged accounts such as Traditional IRA, Roth IRA, Health Savings Accounts, and Education Savings Accounts
  • Highlights of Equity Trust clients’ recent successes with self-directed IRAs


Take another look at the case studies featuring client investments that have inspired us:


Case studies provided are for illustrative purposes only. Past performance is not indicative of future results. Investing involves risk including possible loss of principal. Information included in the above case study was provided by the investor and included with permission. Equity Trust Company does not independently verify all information provided by third parties.