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Midland Trust

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Midland Creates $10,000 Hurricane Relief Fund

September 28th changed the lives of many residents in Southwest Florida forever. Hurricane Ian, a...
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Hurricane Ian Tax Relief: Financial information you should know

Individuals and businesses impacted by Hurricane Ian now qualify for tax relief. Following the...
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Health Savings Account: a Triple Tax Advantage

Health Savings Accounts A Health Savings account (HSA) is a tax-exempt account that will allow you...
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Understanding Self-Directed IRAs

Taking control of your finances by opening up the possibilities of investing retirement funds in...
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IRS Form 5498: IRA Contributions Questions and Answers

As the tax filing deadline approaches, people have questions about the forms and filing...
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Midland Helps Keep Lee County Beautiful

At Midland we love to volunteer and give back to the community. Midland is known for making...
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Budgeting With the Goal to Save and Invest for Millennials

Budgeting can be an essential tool for financial success. Many personal finance experts suggest...
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Midland Trust Serving Clients

At Midland, we are always finding ways to differentiate ourselves from our competitors. We listen...
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SEP IRA – A Complete Guide by Midland Trust

What Is a SEP IRA? SEP IRA stands for Simplified Employee Pension (SEP) Individual Retirement...
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Fair Market Valuation for Alternative IRA Assets

Fair Market Valuation for Alternative IRA Assets Posted on December 3, 2020
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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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