Educational Videos

Discover the Tax-Advantaged Wealth-Building Power of Self-Directed IRAs from Case Studies

Creating Tax-Advantaged Dollars: Equity Trust recently hosted our 2018 Wealth Building Summit featuring several active self-directed IRA investors detailing their current successes with a variety of asset types. Don’t worry, if you missed this event, you can hear the best of these stories on this webinar... Equity Trust’s John Bowens highlights Equity Trust clients revealing how they used tax-advantaged retirement accounts to build wealth. If you want to learn how current investors are utilizing their self-directed IRAs, take a few minutes to watch this webinar replay.

This webinar will feature:
  • The concept of creating tax-advantaged dollars
  • Review of tax-advantaged accounts such as Traditional IRA, Roth IRA, Health Savings Accounts, and educational savings accounts
  • Highlights of current Equity Trust clients’ recent successes with self-directed IRAs
Hear client stories from our 2018 Wealth Building Summit in this webinar and discover more about the wealth-building power of self-directed IRAs.

Cryptocurrency Investing with Potential Tax Advantages, "What Investors Wish they had Known Before they Started..."

Did you know it might be possible to gain tax advantages investing in Bitcoin, Ethereum, Litecoin and other cryptocurrencies with a self-directed IRA?

Equity Trust's Digital Asset Platform enables all-online, real-time cryptocurrency trades with low fees:
  • 3 Step Buy/Sell process: Trades executed in real time, all online, any device; no phone contact
  • Robust platform: One-day settlement backed by industry-leading security protocols
  • Hassle-free: Cold Storage secures encrypted keys, no need to manage multiple wallets
  • Plus, no transfer-in fee, low minimum investment and transaction costs

Investor of the Year Webinar: $130,000 Profit Between 5 Accounts on 2 Real Estate Investments

Hear how one real estate investor in Tennessee netted approximately $130,000 on two real estate investments in this webinar from Equity Trust. Brian explains the series of investments that earned him Equity Trust’s 2017 Self-Directed Investor of the Year Award.

This webinar will feature:
  • Case study review 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
  • How re-dividing a lot helped lead to an $80,000 profit between 5 self-directed accounts
  • An overview of 7 tax-advantaged accounts, featuring the CESA
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.

Equity Trust is a passive custodian and does not provide tax, legal or investment advice. Any information communicated by Equity Trust 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.

Intro to myEQUITY: Equity Trust Company's Online Account Management System

Discover Equity Trust Company's streamlined and simplified online account management system - myEQUITY.
Learn more: myEquity & the ETC Advantage

Equity Trust Company's Digital Asset Platform now available in myEQUITY

Learn the 3 Simple Steps to Investing in Digital Currency with your IRA with a video preview of Equity Trust's Digital Asset Platform.

Better Control Your Financial Freedom

Self-Directed IRAs can offer tremendous IRA benefits (tax-free profits, tax deductions, asset protection and estate planning). Allowing you to invest tax-free in investments that you know and understand which can create true wealth for you and your family.

How to Set up a Self-Directed IRA

Self-directed IRAs can seem intimidating, but they don't have to be. These powerful tax-advantaged accounts can offer needed diversification and big profits for your retirement portfolio. See what steps are necessary to set up and begin investing in a self-directed IRA.

Converting to a Roth IRA

Investors who are worried about more taxes coming out of their retirement accounts might want to consider converting to or opening a Roth IRA, which could create tax advantages for many. How does a Roth work, and is it the right move for you? Watch this webinar as Equity Trust Senior Account Executive John Bowens explains how Roth accounts work and the types of investors who might benefit from them.