Investors Making a Difference with Their Self-Directed Accounts

Discover our case study series about investor making a lasting impact in their communities, families, and even across the globe – thanks to the financial freedom they’ve gained using their self-directed IRAs and other accounts.

SEE THEIR STORIES

Equity Trust Head of Education and Investor Success John Bowens describes in detail how three Equity Trust clients used self-directed accounts to invest in real estate using three different strategies, as well as lessons they’ve learned through several years of experience.

Examples include:

• How one client used a self-directed account to purchase a property at auction
• How a self-titled “lifestyle entrepreneur” has grown her IRA significantly using her real estate knowledge
• How an investor grew his child’s education savings account with a 44-percent-return rate after one investment
• How self-directed investors are completing their transactions quickly and easily online
• More momentum-building ideas and inspiration to help you begin your own self-directed investing

Hear the details of how a self-directed investment works and how real estate investors are making the most of them!

Mark of North Carolina was able to earn an average return on investment of approximately 40 percent in just 16 months with his first two self-directed real estate investments. Learn why he says he wish he’d known about this strategy 10 years earlier.

Watch the video above or click here to read his story.

Hear how a real estate investor in Tennessee netted approximately $130,000 on two real estate investments.

This webinar features:

• Case study of an $8,000 raw land investment that later sold for $60,000
• How Brian partnered 3 of his children’s Coverdell Education Savings Accounts to build tax-free savings for qualified education expenses
• Review of the investment process for partnering accounts

Watch the video above or click here to read his story.

This webinar features:

• The concept of creating tax-advantaged dollars
• Review of tax-advantaged accounts such as Traditional IRA, Roth IRA, Health Savings Accounts, and Education Savings Accounts
• Highlights of Equity Trust clients’ recent successes with self-directed IRAs

Take another look at the case studies featuring client investments that have inspired us:

• 91-Percent ROI Real Estate Investment: From Tax-Deferred to Tax-Free – Through her real estate investing, Kay from California has been able to make up for previous retirement account losses and more, while rehabilitating distressed properties in her community and giving families a place to live.
• How a Real Estate Investor Turned $100 into $21,000 – Bret from Louisiana helped a family in need while boosting his retirement savings through a structured real estate investment.
• Helping Veterans – and a Friend – with a Creative IRA Investment – Roger was able to help a friend, his retirement, and facilitate a project with a palpable impact in the local community and the lives of American vets.
• Self-Directed IRA Investment Helps New Company Revitalize Baltimore – Brian’s Roth IRA investment helps revitalize run-down areas in Baltimore and provide affordable housing.
• Funding a Treatment Center for Addiction and Substance Abuse “That Feels Like Home” – A Tennessee investor translated his business savvy into a successful retirement investment with community impact.

Case studies provided are for illustrative purposes only. Past performance is not indicative of future results. Investing involves risk including possible loss of principal. Information included in the above case study was provided by the investor and included with permission. Equity Trust Company does not independently verify all information provided by third parties.