Established in 1974 → Recognized by Investopedia as Best Overall Self-Directed IRA Custodian 2020-2024 (888) 594-7844
Joined December 2008
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Together, we raised more than $115k for the #AmericanHeartAssociation ! From bake sales and raffles to the Greater Cleveland Heart Walk, thanks to everyone who organized, contributed, and participated this year. Learn more about AHA – link in comments. #equitytrust #heartwalk #hearthealth
Heading to the National Real Estate Investing Summit? Hear Equity Trust’s John Bowens discuss retirement accounts and real estate investing on Nov. 6 at 1:30 p.m. Plus, stop by our booth for a chance to win a $250 Home Depot gift card. Learn more – link in comments .
#equitytrust
Can algorithms help limit emotional trading decisions?
Max Payne of Animus explains to John Bowens how predefined trading rules can reduce emotion-driven decisions in an Automated Crypto IRA. Watch the full video – link in comments.
#crypto #algorithmictrading #equitytrust
If you're a tax professional, Equity Trust will be at the NATP Tax Forum Oct. 21–22 in Las Vegas. Stop by our booth to learn about Solo 401(k) opportunities for eligible self-employed clients. Learn more and register - Link in comments.
#solo401k #taxprofessionals #equitytrust #NATPTaxForums
Private equity in five words or less—how would you describe it? Our team takes on the challenge. Private equity involves investing in companies that aren’t publicly traded.
Learn more – link in comments.
#privateequity #selfdirectedIRA #equitytrust
In 2026, eligible individuals age 50+ can contribute up to $8,600 across self-directed Traditional and Roth IRAs combined, including a $1,100 catch-up contribution.
Other IRA contribution and eligibility rules still apply. Learn more – link in comments .
#IRA #retirementplanning #equitytrust
Q4 is almost here. Consider a quick retirement check-in to review your retirement goals, check account activity, and organize important documents. Head into the final quarter informed and prepared.
#RetirementPlanning
Did you know certain self-directed IRAs can hold cryptocurrency? Equity Trust offers options for investors who prefer to make their own crypto investment decisions or use automated trading.
Explore Crypto IRA options – link in comments.
#CryptoIRA #Cryptocurrency #equitytrust
The Fed raised rates by a quarter percentage point. Higher rates can affect borrowing costs and investments. A self-directed IRA provides access to alternative assets within a retirement account. Explore SDIRAs – link in comments.
#selfdirectedira #interestrates #equitytrust
Some SDIRA assets have unique tax considerations. Certain assets may have different tax treatment or reporting requirements inside an IRA.
Explore 3 examples – link in comments.
#selfdirectedira #alternativeassets #equitytrust
