Videos

Friday, January 19, 2024
Can I live in an investment property my IRA owns?
Can you use an IRA-owned property for personal use? John Bowens answers this common question, explaining the IRS’s stance on the use of assets you’ve purchased with retirement savings. #investments #i...
Thursday, January 18, 2024
Can a Traditional IRA be converted to a Roth IRA?
Learn how Equity Trust clients can convert a Traditional IRA to a Roth IRA. #ira #roth #investing #asketc
Thursday, January 18, 2024
Secure Act 2.0: Balancing 401k Contributions with Student Loan Payments
Under the Secure Act 2.0 paying off student debt while contributing to your 401(k) is now a possibility. #studentloans #401k #secureact #investing
Wednesday, January 10, 2024
IRA Contributions Limits for 2024
How much can you contribute to your IRA, Solo 401(k), or other retirement account in 2024? Equity Trust Director of Education John Bowens breaks down the IRA contribution limits for 2024, as well as: ...
Thursday, January 4, 2024
What options do business owners have for retirement plans?
Do you own a business? Need a retirement plan? Discover what options are available for you! #asketc #foryou #retirement #retirementplanning #businessowners
Tuesday, January 2, 2024
Couple Dedicated to “Doing Good While Doing Well” with Real Estate
Cynthia and Kevin of Illinois use their self-directed Roth IRAs to help others find a path to home ownership while building a legacy for their family and community.
Wednesday, December 20, 2023
Busted: Top Myths About Self-Directed IRAs
Need a strategy for a small-balance IRA? Learn how investors with little to no experience jump-started their IRA growth. Accelerate your wealth through this course: https://learn.trustetc.com/courses/...
Tuesday, December 12, 2023
Can I access IRA funds for investing if I’m under 59 1/2?"
Push the limits on how you can invest with your IRA! Have a question for John Bowens? Use #AskETC #retirement #selfdirectedira #investing #investors
Thursday, December 7, 2023
UPDATE: Real Estate Rehab
A few months ago, John Bowens told you about this property rehab that was being funded with a self-directed IRA. He's back with the progress - you have to see this! #selfdirectedira #fixerupper #real...
Wednesday, November 22, 2023
How IRA Activity Can Affect Tax Brackets
Will the tax bracket changes affect your tax responsibility next year? Check out the blog for more details on how marginal tax rates work and what the changes may mean for you. https://ow.ly/sJfE50Qa4...
Friday, November 17, 2023
Interested in investing in real estate but don't have time in your busy schedule?
Discover what your options are now! #asketc #realestateinvesting #realestate #investing #investors
Thursday, November 16, 2023
Year-End Checklist: 5 Moves to Make Before 2024
In this episode of Getting Real, discover the 5 moves that could potentially help with your retirement checklist. Do not wait to get started as we are approaching the end of the year. Get started with...
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