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Self-Directed IRAs

Why Invest Retirement Savings in Alternative Assets

Investing retirement money in alternative assets allows investors to diversify their portfolio,...
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Self-Directed IRA Custodian Equity Trust Acquires Midland Trust, Expanding Its Product Depth and Expertise

WESTLAKE, OH, August 7, 2023 — Equity Trust Company, a leading custodian of self-directed IRAs, has...
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Leveraging a Roth IRA for Education

When it comes to planning for future educational expenses, there are several options available, and...
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Understanding the Five-Year Rule of a Roth IRA

A self-directed Roth IRA is a popular type of retirement savings account that offers significant...
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Unlocking Financial Opportunities: The Backdoor to Roth IRAs

Roth IRAs are a popular choice among investors because of their ability to generate tax-free...
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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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Why Invest Retirement Money in Alternative Assets

Investing retirement money in alternative assets allows investors to diversify their portfolio,...
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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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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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