Equity Trust Company

Equity Trust's mission is to inspire, educate, and support investors to achieve more. With an Equity Trust account, investment possibilities are nearl... more
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Friday, April 4, 2025
The Self-Employed Retirement Plan No One Talks About
Self-employed or running a small business? Discover if a SEP IRA is right for you in our latest video. Learn how it works, who’s eligible, and how much you can save! Check out the full videos on ou...
Friday, April 4, 2025
What is a SEP IRA?
John Bowens breaks down things to know about SEP IRAs – a retirement savings option for small business owners and self-employed individuals. Learn how a SEP IRA can help you save for retirement while ...
Thursday, April 3, 2025
What is a Qualified Intermediary?
What’s a qualified intermediary — and why do you need one for a 1031 exchange? They play a critical role in keeping your exchange within guidelines and your tax benefits intact. Learn more about the...
Friday, March 28, 2025
How This Investor Achieved a 91% ROI with Tax-Free Real Estate Investing
This investor used a self-directed Roth IRA to buy, rehab, and flip a property – earning a 91% return without owing taxes on the profits. Find out how she did it and if a Roth IRA might work for you i...
Thursday, March 27, 2025
How This Investor Achieved a 91% ROI with Tax-Free Real Estate Investing
What if you could earn 91% ROI from a real estate investment—and owe zero taxes on the profits? In this episode of Getting Real, John Bowens breaks down how one investor used the power of a self-direc...
Wednesday, March 26, 2025
Maximizing Your IRA? Don’t Overlook This!
Did you know this about IRA contributions? Many investors miss out on key opportunities when funding their retirement accounts. Steve, an IRA Counselor here at Equity Trust, breaks it down in this qui...
Monday, March 24, 2025
What is a Like-Kind Exchange?
If you’re a real estate investor, understanding this powerful tool could make a big difference for your portfolio. Want more 1031 exchange education? Check out our 1031 Exchange FAQ video on our cha...
Tuesday, March 11, 2025
1031 Exchange Deadlines Made Easy
Timing is everything in a 1031 exchange! Overlooking key deadlines could cost you valuable tax benefits. Here’s what you need to know to stay on track in the exchange timeline and maximize your invest...
Tuesday, March 11, 2025
1031 Exchange FAQs: What Investors Need to Know
Theresa Knower, President of Equity 1031 Exchange, answers some of the most frequently asked questions about how timelines, property use, and tax reporting work in a 1031 exchange. Learn what investor...
Friday, February 28, 2025
What is Passive Real Estate Investing?
Looking to diversify your investing with real estate, but don’t have the time or desire to be a landlord? Passive real estate investing could be the solution you’re looking for! It’s a hands-off appro...
Wednesday, February 26, 2025
How This Overlooked Account Could Help You Build Wealth
Most people think of an HSA as just a way to cover medical expenses, but it can be so much more. With triple the tax advantage, it can be a powerful tool for building long-term wealth. Check out the...
Tuesday, February 25, 2025
Maximizing an HSA for 30% Annualized Returns
In this episode, John Bowens explores how one couple used the triple tax advantage of a Health Savings Account (HSA) to grow both their health and retirement savings. By leveraging the flexibility of ...
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