Videos

Monday, July 25, 2022
The Retirement Planning Crisis and What We Can Do About It
Are we facing a retirement saving or retirement planning crisis? Some would argue that we are - but what can we do about it? How do we hedge against potential rising tax rates, inflation, and stock m...
Thursday, July 21, 2022
Advanced Self-Directed Investing for the Master Transactor
Discover advanced self-directed concepts including LLCs, trusts, 1031 Exchanges, and estate planning in this comprehensive education track from Equity Trust, the leader in self-directed IRAs. Enroll n...
Thursday, July 21, 2022
Wealth Accelerator for Small-Balance IRAs
Learn how investors with little to no capital or experience jump-started their IRA growth through real estate joint ventures, borrowing money, real estate options/wholesaling, and more. Enroll now at ...
Thursday, July 21, 2022
Ultimate Self-Directed IRA Starter Pack
Curious about investing in alternatives in a tax-advantaged account? From the industry leader, this track shrinks the self-directed IRA learning curve, helping you quickly grasp this powerful concept ...
Thursday, April 28, 2022
Paying for Real Estate Expenses with a Self-Directed Account
Learn how you can easily pay for property expenses related to your self-directed IRA, self-directed Roth IRA, or self-directed 401(k). John Bowens, Equity Trust's National Education Specialist, expl...
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 ...
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