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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
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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.

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