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Midland Trust

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Exploring the Advantages of a Self-Directed Roth IRA

When it comes to retirement planning, many individuals seek investment vehicles that offer...
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Midland Trust Named A Best Place to Work in Southwest Florida

Midland Trust has been named one of the Top 10 Best Places to Work in Southwest Florida. The honor,...
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Midland Trust Company Client Portal

Midland Trust is a leading service provider to investors seeking alternative investments for...
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Investor Awareness Tips

According to the Investment Company Institute, there was $9.4 trillion in IRA accounts on March 31,...
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Investing in NFTs in an IRA

There is a relatively new asset class clients have inquired about called NFTs. NFTs have been a...
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Ideas for Finding Real Estate Investments for Your IRA

Most people do not realize that you can purchase and own real estate in your IRA. You can, and for...
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Real Estate and UDFI Tax

Unrelated Debt-Financed Income (UDFI) Tax: What Real Estate Investors Need to Know WHAT IS...
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Cryptocurrency IRA for Beginners

As cryptocurrency grows in popularity, we are seeing that trend grow in self-directed IRAs as well....
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Utilizing Non-Recourse Loans in Your Self-Directed Retirement Plan

Self-Directed retirement plans grant investors access to a vast number of investment opportunities....
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SIMPLE IRA – A Complete Guide

What Is a SIMPLE IRA? SIMPLE IRA stands for Savings Incentive Match Plan for Employees (SIMPLE)...
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Mailing Address Equity Trust, PO Box 62957, Fort Myers, FL 33919 


General Phone Number 239-333-1032

 

Equity Trust Company is a directed custodian and does not provide tax, legal or investment advice. Any information communicated by Equity Trust Company is for educational purposes only, and should not be construed as tax, legal or investment advice. Whenever making an investment decision, please consult with your tax attorney or financial professional. Equity Institutional services institutional clients of Equity Trust Company.

*Founded in 1974 | Self-Directed IRA Custodian since 1983. The predecessor business to Equity Trust Company was established in 1974 and the IRS approved as a custodian in 1983. **Assets under custody and administration as of 6/1/2024. 

 
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