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Rules for Accredited Investor Status

In August 2020, the Securities and Exchange Commission (SEC) adjusted its definition of an...
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Florida Self-Directed IRAs

Investors in Florida have utilized self-directed IRAs as a tax strategy when buying and selling...
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Tips to Handle Your Inheritance

Baby Boomers are currently the wealthiest generation in history. But going forward, the Gen-Xers...
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INVESTING IN REAL ESTATE WITH YOUR CHILDREN

I learned about investing when my father introduced me to his brokerage account at a young age. It...
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Learn About Midland's Goals, Values, and Mission | We Are Midland

We Are Midland – Our Goals, Values, and Mission Posted on May 14, 2020
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Trading Commodities in Retirement Accounts

With the uncertainty and ever-changing nature of the stock market, commodities trading has become...
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Roth IRAs: Benefits, Requirements, and More. Do You Qualify?

Roth IRAs and What You Need to Know Posted on February 22, 2019
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Comparing 529 Plans to Education Savings Accounts - What's the Best?

One of the most important gifts you can give any child is the financial ability to achieve a...
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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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