Equity Trust Company

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?

Wednesday, June 30, 2021

Self-Directed IRAs and Real Estate: Depreciation

In this segment, John Bowens discussing owning rental property in a self-directed account and how investors can earn ...

Wednesday, May 12, 2021

Why Work at Equity Trust from Our National Education Specialist & Retail Sales Manager

Our Retail Sales Manager and National Education Specialist, John Bowens, explains what it's like to work at Equity Trust.

Wednesday, May 5, 2021

A Tax Increase May Be Coming: How Your Retirement Account Can Help

In this segment, John Bowens discusses the proposed changes that may be made to long-term capital gains tax rates under ...

Tuesday, April 13, 2021

Private Lending and Promissory Note Investing with a Retirement Account

In this training, John Bowens explains how private lending works with a self-directed IRA with a case study example. He walks ...

Monday, March 1, 2021

Real Estate with Sean Katona: Passive Strategies, Commercial Real Estate, and Out-of-State Investing

In this segment, John Bowens interviews experienced real estate investor, Sean Katona. Connect with Sean Katona: YouTube: ...

Tuesday, February 23, 2021

Processing Real Estate Transactions with a Self-Directed Account

In this segment, John Bowens walks through how to execute a real estate transaction with a self-directed IRA, self-directed Roth ...

Thursday, February 18, 2021

5 Things to Do Before the April 15th Tax Deadline

Tax season is upon us. Here are five things you can do before the April 15th deadline. To learn more about tax-advantaged ...

Thursday, February 11, 2021

Self-Directed Traditional IRA vs. Self-Directed Roth IRA

In this segment, John Bowens explains the differences between a Self-Directed Traditional IRA vs. a Self-Directed Roth IRA.

Thursday, February 11, 2021

4 Ways to Fund a Self-Directed Account

Are you ready to take the next step? In this segment, John Bowens explains the four ways to fund a self-directed account. 1.

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