Informational IRA Resources & Guides

Capital_Raise_Guide

Capital Raise Guide

Raising capital has never been easier when you use retirement accounts. Raising capital is hard work, but we’ve worked with enough firms that we’ve learned some important lessons. Our capital raise guide gives you access to the information and tools necessary to raise capital through investors’ IRA funds.

15-Minute_SDIRA_Guide

Self-Directed IRA Guide

This guide covers the ins and outs of investing in alternative assets with self-directed IRAs. Learn what a self-directed IRA is, who should consider one, the advantages of investing with one, and more! Learn how Equity Trust makes this process easy.

15-Minute_RE_Guide_2

Real Estate IRA Guide

Learn about the tax benefits of using an IRA to invest in real estate. Our guide covers the rules, benefits, and how-tos of real estate IRAs. Learn everything there is to know about investing in real estate with an IRA and how Equity Trust makes these investments easy.

Screenshot 2023-10-24 121355

401(k) Plan Responsibilities Guide

This guide provides a complete breakdown of the responsibilities within a 401(k) plan. The guide also covers the qualifications and benefits of Individual 401(k) plans. Make sure you are taking the right steps to set up, fund, and manage your plan.

SDIRA_Rules_Regulations_Guide

Self-Directed IRA Rules

Self-directed IRAs provide a great deal of flexibility and freedom when it comes to investing. However, there are certain rules and guidelines that must be followed in order to maintain the tax-advantaged status of your retirement account. This guide discusses the rules in self-directed IRA investing.

Flyers & Other Documents

Private Lending
Self-Directed IRAs
Equity Trust 401(k)
The Equity Trust Difference
Real Estate
Case Studies
2020 America’s Best IRA Custodians | The Winners List by Wealth Advisor