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Foreign Investing IRA

Diversification is the key to investment success. If your current portfolio holds a variety of...
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Lend Money From an IRA or Other Retirement Account

How to Lend Money from Your IRA Yes, you can lend money from your retirement account. It’s called...
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Top Tips for Investment Safety in Your Self-Directed IRA

When choosing to invest in a self-directed IRA, it is important to do your due diligence when...
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Required Minimum Distributions (RMD) in an IRA: The Basics

If you have a Traditional IRA and you are 73, you have a required minimum distribution or RMD. For...
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Three Tips for How to Buy Property in an IRA

Learning how to buy real estate in your IRA can feel overwhelming if you have never done it before....
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Support Local Businesses With an IRA

The pandemic affected many small businesses with lockdowns and mandates. Companies had to adjust on...
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Why your IRA needs a Beneficiary

Listing a beneficiary on your IRA costs nothing and will save time and possibly money for your...
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Individual 401(k) Plans – Investment Benefits and Qualifications

As an experienced IRA custodian, we have seen over 10,000 clients purchase real estate in their...
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Top 3 Reasons to Use a Self Directed IRA LLC to Invest

Single-Member LLCs used to invest in an IRA are also known as Checkbook IRAs or Checkbook-Control...
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Sanibel Real Estate Investment Strategies

Of course, you have to see it to believe it, but anyone who has watched the dolphin ballet on...
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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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