Videos

Wednesday, March 23, 2022
Private Placement Investing with a Self-Directed Account: Rules and Guidelines
In this three-part series, John Bowens dives into how investing in a private placement with a Self-Directed IRA, Self-Directed Roth IRA, Self-Directed 401(k), or other tax-advantaged account. In part...
Wednesday, March 23, 2022
Private Placement Investing with a Self-Directed Account: Managing Your Investment
In this three-part series, John Bowens dives into how investing in a private placement with a Self-Directed IRA, Self-Directed Roth IRA, Self-Directed 401(k), or other tax-advantaged account. In part...
Wednesday, March 23, 2022
Private Placement Investing with a Self-Directed Account: Overview & Getting Started
In this three-part series, John Bowens dives into how investing in a private placement with a Self-Directed IRA, Self-Directed Roth IRA, Self-Directed 401(k), or other tax-advantaged account. In part...
Tuesday, February 8, 2022
Self-Directed Solo 401(k) vs. Self-Directed IRA
John Bowens breaks down the differences between a Self-Directed IRA and a Self-Directed Solo 401(k). Find out the ...
Friday, February 4, 2022
Checkbook LLC IRA: Proceed with Caution
What the Recent McNulty vs. Commissioner Tax Court Case Suggests About This Risky IRA Practice John Bowens, National ...
Wednesday, January 5, 2022
Legacy and Estate Planning for Your IRA
Is your IRA properly set up to benefit your loved ones when you're gone? John Bowens, Equity Trust's National Education ...
Tuesday, December 21, 2021
What is the Roth IRA 5-Year Seasoning Rule?
You may have heard of the Roth IRA 5-year seasoning rule, but do you understand what it means? Equity Trust National ...
Friday, December 17, 2021
Real Estate Investing with Little Capital: Master Leasing
Master Leasing is an attractive strategy for real estate investors who don't have a lot of capital to invest or those who want to earn ...
Friday, November 19, 2021
What You Can’t Invest in With an IRA
IRA investment possibilities are nearly endless – in fact, the IRS lists only a few investments that are NOT permitted in a retirement ...
Monday, October 4, 2021
3 Biggest Mistakes Self-Directed Investors Make
John Bowens, Equity Trust's National Education Specialist, walks through three common mistakes he sees self-directed investors ...
Thursday, September 16, 2021
Women and Values-Aligned Investing with Janine Firpo
Exclusive Interview with values-aligned investor, angel investor, social innovator, and author Janine Firpo. Learn more and ...
Wednesday, August 25, 2021
SECURE Act: What You Need to Know for Your Traditional IRA
Did you know that the SECURE Act, which went into effect January 1, 2020, may affect your future retirement planning?
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