Last Chance to Potentially Reduce Your 2020 Taxes.
You have until May 17, 2021 to maximize your retirement account contribution for 2020 and possibly save on your 2020 tax return. Talk to an IRA Counselor today to learn more: Start a Conversation or call 855-265-4472.

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Tax-Advantaged Accounts

Account Types

We have you covered. From individual plans to small business or health and education savings accounts, whatever your need, Equity Trust has a solution for you.

Solutions for Individual Investors


Discover the possibilities of tax-advantaged investing at Equity Trust. Account types include Traditional and Roth IRAs, education (CESA) and health savings accounts (HSA).

Explore Accounts for Individuals

Solutions for Business Owners


Gain the control and flexibility a self-directed small business account offers. Determine what type of account fits best with your goals. Options include SEP and SIMPLE IRAs and Solo 401(k) plans.

EXPLORE ACCOUNTS FOR BUSINESS OWNERS

Find the Right Account for You

Choose from a full range of tax-advantaged accounts including IRAs, savings accounts, and small business plans to meet your investment needs.

Open An Account