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Invest on Holdfolio with a Tax-Advantaged IRA

Start using your retirement account to fuel your Holdfolio investing. The first step is opening your Equity Trust self-directed IRA today.

Best Self-Directed IRA for Private Equity, Precious Metals 2024

Forbes Advisor

Best Overall Self-Directed IRA Custodian 2020-2024

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$52B in Assets Under Custody and Administration

Equity Trust Company 2024

Get started with a self-directed IRA

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By entering your information and clicking Start Now, you consent to receive reoccurring automated marketing emails about Equity Trust’s products and services. This consent is not required to obtain products and services. If you do not consent to receive emails from Equity Trust and seek information, contact us at 855-233-4382.

What is a self-directed IRA?

A self-directed IRA (SDIRA) is technically the same tax-advantaged account you may find at any brokerage firm, custodian, or bank. The difference with a self-directed IRA is that it enables you to invest in a wide range of alternative assets, such as private equity, private credit, notes, and more.

Contributions may be fully or partially tax deductible depending on your circumstance, and taxes on investment earnings are tax-deferred.

Qualified withdrawals are tax-free and investment earnings are tax-deferred.

A retirement account for self-employed investors and small business owners (typically with up to 25 employees).

A plan for small businesses with 100 or fewer employees who have no other qualified plans.

What Can You Invest in with an IRA?

The investment possibilities for a self-directed IRA are nearly unlimited. Assets that can be held in an IRA include:

Multi-Family Real Estate
Self-Storage
Senior Living
Mobile Home Parks
Mixed-Use Commercial
Hospitality

Is your retirement account as safeguarded as you'd like?

You may be aware of the alternative asset options that enable you to hedge against unpredictable traditional investment options. But are you aware those options exist for your retirement account? A self-directed IRA empowers you to invest in areas you know, understand, and are passionate about, in the tax-advantaged environment of a Traditional IRA, Roth IRA, or other account.

Nearly unlimited investment options – including private market alternative investments, combine with the tax advantages of retirement accounts to create a portfolio that truly works for you.

Self-Directed IRAs allow you to invest in assets you know best. You can invest in a wide range of alternative assets, such as real estate, promissory notes, digital assets, and private equity, in addition to traditional investments, such as stocks, bonds, and mutual funds. YOU direct your investment choices.

Sick of paying taxes on your investments? An Equity Trust account provides you with the opportunity for tax-free or tax-deferred profits.

Certain self-directed accounts allow the beneficiaries to receive the account’s assets after the account owner’s passing with little to no tax. You can leave a legacy for those you love and care about.

Getting started is easy

1

Open Your Equity Trust Account

One of our specialized counselors will walk you through the process, or you can do it online with myEQUITY. (10 minutes)

2

Fund Your New Tax-Advantaged Account

You can fund your account via rollover, transfer, or out-of-pocket contribution.

3

Get Started on Holdfolio

In myEQUITY, click the WealthBridge tile, then choose the Holdfolio option for one-click, secure integration between your account and the platform.

Don't take our word for it, take theirs.

Mary, NJ

"I finally opened my own Self-Directed IRA after years of waiting. They have processed my transactions smoothly and efficiently. My account is doing what I wanted it to do for my retirement. I wish I had done this years sooner!"

Paul, NC

"I am relatively new to Equity Trust. They did a great job handling the transfer of multiple existing LLC investment accounts which are now managed in one place. Additionally, new investments have been handled professionally and competently."

Srinivas, TX

"The customer service and educational training staff is very knowledgeable and they respond very quickly to handle any transaction. Very responsive to the questions and communicate well. I recommend Equity Trust Company without any hesitation."

Randy, FL

"Equity Trust has been my self-directed IRA custodian for about six years. I've invested in rental homes exclusively so far. I'm thoroughly satisfied and would recommend this firm and their very professional team."

Craig, CA

"Equity Trust Company seems to be constantly improving their operations. I couldn't be happier with the service and value. My CPA recommended ETC years ago, and it was the best advice he ever gave me. Thanks ETC!"

Gary, OH

"Equity Trust Company has been amazing with all my Investment Needs! The turnaround time is great along with the FANTASTIC TEAM at ETC! They have turned our account into a RETIREMENT MACHINE!"

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Get Started Today

Set up a call with an IRA Counselor to begin realizing the potential advantages of IRAs for your Holdfolio investments.

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

By entering your information and clicking Get Started, you consent to receive reoccurring automated marketing emails about Equity Trust’s products and services. This consent is not required to obtain products and services. If you do not consent to receive emails from Equity Trust and seek information, contact us at 855-233-4382.