Explore the exciting world of self-directed accounts beyond a Traditional and Roth IRA. Learn about the benefits and strategies of self-directing your Health Savings Accounts (HSAs), Coverdell Education Savings Accounts (ESAs), and Solo 401(k)s. John shares real-life examples, including a successful CESA investment that achieved nearly a 1,900% ROI. Discover how these accounts can offer tax advantages and growth opportunities for your financial future. Subscribe for more valuable insights! 0:00 Intro 0:31 What types of accounts can you self-direct 1:00 How to self-direct into private market opportunities 1:15 The power of a Health Savings Account 3:05 Coverdell Education Savings Account investment strategies 5:58 Unrelated Business Income Tax (UBIT) explanation 8:05 Comparison with Solo 401(k) transactions 8:50 Real estate joint venture with Roth IRA Connect with us on social media! ⭐ LinkedIn: https://www.linkedin.com/company/equity-trust-company/ ⭐ Facebook: https://www.facebook.com/EquityTrustCompany/ ⭐ Instagram: https://www.instagram.com/equitytrust/ ⭐ Twitter/X: https://twitter.com/EquityTrust ⭐ TikTok: https://www.tiktok.com/@equity_trust #CoverdellESA #sdira #selfdirectedira #taxfreeinvesting #solo401k #hsa #cesa #healthsavingsaccount #taxfreegrowth
Important Retirement Dates for 2026
2026 is full of important financial dates, especially if you're managing a self-
Important Retirement Dates for 2026
2026 is full of important financial dates, especially if you're managing a self-
A Year in Review at Equity
A lot can happen in a year, and 2025 was no exception.
From launching new tools
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
Equity Trust Company
