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, January 30, 2026
Who Really Controls Your 401(k)?
Do you control your 401(k)? If you're self-employed, the answer could, and should, be you. Our latest episode breaks down how a Solo 401(k) puts you in control of your plan, your investments, and yo...
Friday, January 30, 2026
Who Really Controls Your 401(k)? (And How to Take It Back)
Learn more about the Equity Solo 401(k): https://eqtytrst.co/equity-solo-k Most investors are handed a limited menu of options inside their retirement plans. But if you’re a business owner or self-e...
Monday, January 12, 2026
Funding Made Simple
When you’ve found the right property for you, don’t let funding delays hold you back. Having access to funding options inside and outside your IRA can help keep the process moving. That may include ...
Monday, January 5, 2026
Important Retirement Dates for 2026
2026 is full of important financial dates, especially if you're managing a self-directed IRA. From tax documents and RMDs to contribution deadlines and Form 5498, there are a few big dates to keep on...
Monday, January 5, 2026
Important Retirement Dates for 2026
2026 is full of important financial dates, especially if you're managing a self-directed IRA. From tax documents and RMDs to contribution deadlines and Form 5498, there are a few big dates to keep on...
Tuesday, December 30, 2025
A Year in Review at Equity
A lot can happen in a year, and 2025 was no exception. From launching new tools to meeting clients across the country, we’re proud of what we built together. Here’s a quick look at some of the momen...
Monday, December 22, 2025
10 Steps to Prepare Your IRA for the New Year
Year-end is a key time to get your IRA in order. From reviewing transactions to submitting fair market valuations and avoiding common mistakes, a little prep now can help you start the new year stron...
Thursday, December 18, 2025
Know Your Numbers
Investing with a self-directed IRA? You’ll want to do the math before making your next offer. Understanding your max allowable offer (MAO) can help you stay aligned with your budget and long-term go...
Monday, December 15, 2025
Real Stories, Real Investors
It’s not just theory. It’s what real investors are doing. Wealth Beyond Wall Street combines stories, case studies, and nearly two decades of experience to show how investors are using self-directed...
Monday, December 8, 2025
Simpler Search Tools
Finding real estate opportunities can feel like searching for a needle in a haystack. With the right filters, you can start narrowing in on what matters, whether you’re after vacant properties, equi...
Thursday, December 4, 2025
1031 Exchange Timeline Explained
If you’re planning to sell and reinvest using a 1031 exchange, the clock starts ticking as soon as your property sale closes. From choosing a Qualified Intermediary to closing on your replacement pro...
Friday, November 21, 2025
Join the Equity Trust Referral Program
If you’ve experienced the power of self-directed investing, why not share it? Equity Trust’s referral program lets you introduce others to new possibilities for retirement and earn a reward for doing...
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