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Observation on Real Estate Investing after a Hurricane

In September of 2022, Hurricane Ian decided to make landfall in Fort Myers, Florida, where our...
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Do your Due Diligence with IRA investments - 2023

The spring of 2023 has had some of the worst financial instability in many years. This should give...
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Taking on Debt in a Self-Directed IRA

Most people do not realize that an IRA can actually borrow money and take on debt. IRS regulations...
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How To Invest In Oil and Gas Using a Self-Directed IRA

Investing in Oil and Gas Using a Self-Directed IRA Posted on February 10, 2016
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Options for Taking An RMD When Your Account is Illiquid

POPULAR BLOG POST 2023 brings changes to the Required Minimum Distribution rules, such as anyone...
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Two Ways to Start a Roth IRA for Your Child

Setting up a Roth IRA for your child enables you to gain extra time for tax-free growth on your...
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Self-Directed IRA Investments Guide – New Year, New Investment

Each new year brings hope of starting fresh. As a result, we put some self-directed IRA investment...
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Important News from the Secure Act 2.0

The Secure Act 2.0 made sweeping changes to retirement savings plans beginning in 2023. The bill...
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Annual Year-End Tax Planning Tips

It’s time to start thinking about year-end tax planning. This year is coming to a close, and there...
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Contribution Limit Changes for 2023

Interest rates have been rapidly increasing, reaching a four-decade high as of June 2022. To combat...
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Mailing Address Equity Trust, PO Box 62957, Fort Myers, FL 33919 


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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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