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, July 24, 2026
60 Seconds or Less - UBIT Explained
UBIT, or Unrelated Business Income Tax, can be an important consideration for certain retirement account investments. In this quick video, John Bowens breaks down what it is, when it may apply, and wh...
Thursday, July 23, 2026
What Private Fund Managers Need to Know About the SEC Custody Rule
If you manage a private fund, understanding the SEC custody rule is an important part of protecting investor assets and meeting regulatory requirements. In this video, we explain the purpose of the ...
Monday, July 20, 2026
5 Reasons Why the Right Tenant Makes a Big Impact
Screen your next tenant: https://eqtytrst.co/4wPIEIV Explore the resources in the Real Estate Accelerator: https://eqtytrst.co/4fdR8Uk Finding the right tenant is one of the most important factors...
Wednesday, July 15, 2026
Raising Capital with Retirement Accounts: What Fund Managers Should Know
Learn more about Equity Trust Institutional Services: https://eqtytrst.co/4vslHuh Retirement accounts represent one of the largest sources of investable capital, yet many fund managers overlook them ...
Wednesday, July 15, 2026
Testimonial: Scott K - What Surprised You?
What stood out most to Scott about investing in real estate through a self-directed IRA? In this conversation, Scott shares what surprised him most about the experience, from the investment itself to...
Monday, July 13, 2026
5 Checks Investors Should Understand
Due diligence is an integral part of the real estate buying process; because you don’t want to find any uncomfortable surprises after you’ve closed. James Schlimmer, SVP of Real Estate Growth, break...
Wednesday, July 8, 2026
John Bowens - SEP IRA vs Solo 401(k)
More retirement savers are taking a closer look at the Solo 401(k). For some self-employed individuals, a Solo 401(k) may offer tax deduction opportunities, flexible contribution options, and the abi...
Tuesday, June 30, 2026
Withdrawing from Your Retirement Account Early?
Learn more about self-directed retirement accounts: https://eqtytrst.co/4x30Xvi More Americans are tapping into their retirement accounts than ever before. But what seems like a short-term solution ...
Monday, June 29, 2026
Getting Real with John Bowens - Withdrawing From Retirement Accounts Early
Reimagine Your Retirement with Equity Trust: https://eqtytrst.co/homepage Connect with us on social media! ⭐ LinkedIn: https://eqtytrst.co/linkedin ⭐ Facebook: https://eqtytrst.co/facebook ⭐ Instagr...
Friday, June 19, 2026
Watching Your Retirement Account Grow
Watching your retirement account grow can change the way you think about the future. In this conversation, Jay shares how real estate investing through his IRA became part of his long-term plan and o...
Friday, June 5, 2026
What is a Non-Recourse Loan?
Not all financing works the same inside an IRA. Non-recourse loans are required when using leverage in a self-directed IRA, meaning the property secures the loan, not your personal assets. Signing a...
Friday, May 29, 2026
Top 5 Highest Contribution Limits
Some retirement accounts allow contribution limits far beyond what many investors expect. In this episode of Getting Real, we break down five self-directed retirement accounts with the highest contr...
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