Videos

Wednesday, May 28, 2025
How This Investor Deferred Capital Gains Tax on His Rental Sale
Selling a rental doesn’t have to mean giving up the income or taking a big tax hit. This investor used a 1031 exchange to sell his property, defer capital gains taxes, and reinvest into passive real e...
Wednesday, May 28, 2025
How This Investor Deferred Capital Gains Tax on His Rental Property Sale
Selling an investment property can create new opportunities, but it can also trigger a significant tax bill. In this episode of Getting Real, John Bowens, Head of Investor Success, shares how one inve...
Friday, May 23, 2025
Maximize Your Investing Knowledge
Looking to make informed investment decisions? Steve, one of our knowledgeable IRA Counselors, shares the educational resources, videos, and tools available to help you better understand self-directed...
Monday, May 19, 2025
Make Real Estate Investing Simpler
Our new Real Estate Investing Hub connects you with tools and resources for investing inside and outside your IRA. Whether you’re buying, selling, managing, or just getting started, there’s something ...
Tuesday, May 13, 2025
The Retirement Plan for the Self-Employed You Might Not Know About
Are you self-employed or a small business owner with no employees? A Solo 401(k) could be a powerful retirement savings tool for you. Learn how it works, who qualifies, and how much you can contribute...
Tuesday, May 13, 2025
What is a Solo 401(k)? | SDIRA | Equity Trust
Are you self-employed or running a small business with no employees? A Solo 401(k) could be the most powerful—and overlooked—tool for maximizing your retirement savings. In this video, our Director of...
Tuesday, May 6, 2025
Unlock Your Financial Freedom
Did you know it's possible to hold more than stocks and mutual funds in your retirement account? Jamie, an IRA Counselor at Equity Trust, shares how you can invest in a variety of options from real es...
Friday, April 25, 2025
How This Investor Built Tax-Free Income with a Small IRA Balance
Think you don’t have enough in your IRA to invest in real estate? Think again. This investor started with just a few thousand dollars and turned it into tax-free rental income – all inside her Roth IR...
Friday, April 25, 2025
Investing in Real Estate with Less Than $25k in an IRA
Not everyone has six figures in their IRA, but that doesn’t mean real estate investing is out of reach. In this episode of Getting Real, John Bowens discusses how one investor used a master lease agre...
Wednesday, April 23, 2025
How Financing in an IRA Really Works
Did you know your IRA can use financing to invest in real estate? But here’s the catch: it requires a special type of loan and can trigger a lesser-known tax. In our Real Estate Master Course, we w...
Saturday, April 19, 2025
Our Easter Egg Hunt Gets Harder!
The eggs that are hardest to find have the coolest facts, like how you can invest in alternative assets with a self-directed IRA. Learn more – see our full-length self-directed IRA videos on our ch...
Friday, April 18, 2025
What to Ask Your Title Company Before Closing
Choosing the right title company can make or break your timeline. In our Real Estate Master Course, we share 3 questions you should be asking your title company to keep your investment on track. Curi...
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