Videos

Wednesday, November 13, 2024
3 Things They Don't Tell You About IRAs | SDIRA | Equity Trust
Many investors stick to conventional IRAs without realizing how these limitations could impact their retirement goals. From restricted investment options to missed opportunities, it’s time to uncover ...
Friday, November 8, 2024
What Is a Self-Directed IRA? Hint: It’s Not What You Think!
Did you know that self-directed IRA does not refer to a specific type of IRA like Traditional or Roth? It’s a term that describes the type of investments you can hold in your retirement account. Ch...
Wednesday, November 6, 2024
What Is a Self-Directed IRA? Hint: It’s Not What You Think! | SDIRA | Equity Trust #shorts #ira
Did you know that self-directed IRA does not refer to a specific type of IRA like Traditional or Roth? It’s a term that describes the type of investments you can hold in your retirement account. Ch...
Tuesday, November 5, 2024
How to Roll Over Your 401(k) Tax-Free | SDIRA | Equity Trust #shorts #investing
Thinking about rolling over your 401(k) or 403(b) into an IRA? Good news—there are no penalties when done correctly! Discover how you can transfer your retirement savings without triggering taxes or p...
Friday, November 1, 2024
Top Mistakes by IRA Investors | SDIRA | Equity Trust #shortvideo #ira #investors
Discover the top mistakes to avoid when investing with self-directed IRAs. Plus, John shares how you can fully optimize your self-directed IRA and make it more tax-efficient by avoiding common mistake...
Friday, November 1, 2024
Top 4 IRA Mistakes to Avoid | SDIRA | Equity Trust
Don’t make another IRA investment until you watch this video. Director of Education John Bowens reveals the top 4 IRA mistakes he’s seen investors make, and guidelines to keep in mind so you can avoid...
Wednesday, October 30, 2024
The Power of Consistent IRA Contributions | SDIRA | Equity Trust #shorts #halloween #horrorstories
Skipping your IRA contributions? Make sure you're setting yourself up for a sweet retirement by contributing regularly to your IRA. Consistent contributions can help you maximize your savings and grow...
Tuesday, October 29, 2024
Is Inflation Eroding Your Savings? | Equity Trust #shorts #ira #savings #taxes #wealthbuilding
Feeling the pressure of rising inflation? You’re not alone. Inflation and taxes are two of the biggest threats to your retirement savings – but there are strategies to fight back. In this Getting Real...
Tuesday, October 29, 2024
Is Inflation Eroding Your Savings? The Secret to Protecting Your Wealth | SDIRA | Equity Trust
Inflation can significantly reduce the purchasing power of your savings over time. But what if there was a way to safeguard your retirement funds and keep more of your money? Learn how to beat inflati...
Monday, October 28, 2024
Is Your IRA Safe From Prohibited Transactions? | SDIRA | Equity Trust #shorts #investing
Don’t let prohibited transactions haunt your retirement savings! Engaging in these can lead to hefty penalties and disqualify your IRA from its tax benefits. Take control of your financial future. C...
Thursday, October 24, 2024
Avoid This Common IRA Mistake | SDIRA | Equity Trust #equitytrust #investing #horrorstories
Your IRA could face monstrous penalties if you engage with disqualified persons, but with a little awareness, you can avoid it. Make sure you're familiar with the IRS rules on who qualifies as a disqu...
Tuesday, October 15, 2024
The true cost of student loans
Student loans are shaping the financial reality for millions of Americans, affecting their ability to make major life decisions. It is reshaping how an entire generation navigates their finances. Di...
Podcast Website Powered by OnPodium

Subscribe, don't miss the next episode!

×