Equity Trust Company

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?

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 ...

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