Get Started with a Self-Directed IRA
Schedule a one-on-one session with an IRA Counselor. We’re here to answer any question, help guide you through the process and provide more detailed information specific to your journey.
What is a self-directed IRA?
Contributions may be fully or partially tax deductible depending on your circumstance, and taxes on investment earnings are tax-deferred.
Qualified withdrawals are tax-free and investment earnings are tax-deferred.
A retirement account for self-employed investors and small business owners (typically with up to 25 employees).
A plan for small businesses with 100 or fewer employees who have no other qualified plans.
What Can You Invest in with an IRA?
The investment possibilities for a self-directed IRA are nearly unlimited. Assets that can be held in an IRA include:
Is your retirement account as safeguarded as you'd like?
You may be aware of the alternative asset options that enable you to hedge against unpredictable traditional investment options. But are you aware those options exist for your retirement account? A self-directed IRA empowers you to invest in areas you know, understand, and are passionate about, in the tax-advantaged environment of a Traditional IRA, Roth IRA, or other account.
Nearly unlimited investment options – including private market alternative investments, combine with the tax advantages of retirement accounts to create a portfolio that truly works for you.
Self-Directed IRAs allow you to invest in assets you know best. You can invest in a wide range of alternative assets, such as real estate, promissory notes, digital assets, and private equity, in addition to traditional investments, such as stocks, bonds, and mutual funds. YOU direct your investment choices.
Sick of paying taxes on your investments? An Equity Trust account provides you with the opportunity for tax-free or tax-deferred profits.
Certain self-directed accounts allow the beneficiaries to receive the account’s assets after the account owner’s passing with little to no tax. You can leave a legacy for those you love and care about.
Getting started is easy
Open Your Equity Trust Account
One of our specialized counselors will walk you through the process, or you can do it online with myEQUITY. (10 minutes)
Fund Your New Tax-Advantaged Account
You can fund your account via rollover, transfer, or out-of-pocket contribution.
Get Started on Yieldstreet
In myEQUITY, click the WealthBridge tile, then choose the Yieldstreet option for one-click, secure integration between your account and the platform.
Don't take our word for it, take theirs.
Mary, NJ
"I finally opened my own Self-Directed IRA after years of waiting. They have processed my transactions smoothly and efficiently. My account is doing what I wanted it to do for my retirement. I wish I had done this years sooner!"
Paul, NC
"I am relatively new to Equity Trust. They did a great job handling the transfer of multiple existing LLC investment accounts which are now managed in one place. Additionally, new investments have been handled professionally and competently."
Srinivas, TX
"The customer service and educational training staff is very knowledgeable and they respond very quickly to handle any transaction. Very responsive to the questions and communicate well. I recommend Equity Trust Company without any hesitation."
Randy, FL
"Equity Trust has been my self-directed IRA custodian for about six years. I've invested in rental homes exclusively so far. I'm thoroughly satisfied and would recommend this firm and their very professional team."
Craig, CA
"Equity Trust Company seems to be constantly improving their operations. I couldn't be happier with the service and value. My CPA recommended ETC years ago, and it was the best advice he ever gave me. Thanks ETC!"
Gary, OH
"Equity Trust Company has been amazing with all my Investment Needs! The turnaround time is great along with the FANTASTIC TEAM at ETC! They have turned our account into a RETIREMENT MACHINE!"
