Videos

Monday, June 23, 2025
All Your Investments in One IRA
Is it possible to manage stocks, real estate, crypto, and more – all in one IRA? Jamie, one of our IRA Counselors, shares how the Equity Universal IRA at Equity Trust lets you do just that. Explore ...
Thursday, June 5, 2025
Why Investors Are Turning to Alternative Assets
Looking for ways to diversify beyond the traditional market? George, one of our IRA Counselors, shares how clients are using self-directed IRAs to explore alternative assets like real estate and priva...
Tuesday, June 3, 2025
Real Estate Syndications: Pros and Cons
Looking for a more hands-off real estate investment approach? Discover real estate syndications. Jacob Blackett of Holdfolio sits down with Equity Trust SVP and Real Estate Growth Officer James Schlim...
Tuesday, June 3, 2025
Hands-Off Real Estate Investing with Syndications
Discover a hands-off real estate investment approach that your IRA can invest in with just a few clicks – learn about real estate syndications in this exclusive interview. Check out the full video o...
Wednesday, May 28, 2025
How This Investor Deferred Capital Gains Tax on His Rental Sale
Selling a rental doesn’t have to mean giving up the income or taking a big tax hit. This investor used a 1031 exchange to sell his property, defer capital gains taxes, and reinvest into passive real e...
Wednesday, May 28, 2025
How This Investor Deferred Capital Gains Tax on His Rental Property Sale
Selling an investment property can create new opportunities, but it can also trigger a significant tax bill. In this episode of Getting Real, John Bowens, Head of Investor Success, shares how one inve...
Friday, May 23, 2025
Maximize Your Investing Knowledge
Looking to make informed investment decisions? Steve, one of our knowledgeable IRA Counselors, shares the educational resources, videos, and tools available to help you better understand self-directed...
Monday, May 19, 2025
Make Real Estate Investing Simpler
Our new Real Estate Investing Hub connects you with tools and resources for investing inside and outside your IRA. Whether you’re buying, selling, managing, or just getting started, there’s something ...
Tuesday, May 13, 2025
The Retirement Plan for the Self-Employed You Might Not Know About
Are you self-employed or a small business owner with no employees? A Solo 401(k) could be a powerful retirement savings tool for you. Learn how it works, who qualifies, and how much you can contribute...
Tuesday, May 13, 2025
What is a Solo 401(k)? | SDIRA | Equity Trust
Are you self-employed or running a small business with no employees? A Solo 401(k) could be the most powerful—and overlooked—tool for maximizing your retirement savings. In this video, our Director of...
Tuesday, May 6, 2025
Unlock Your Financial Freedom
Did you know it's possible to hold more than stocks and mutual funds in your retirement account? Jamie, an IRA Counselor at Equity Trust, shares how you can invest in a variety of options from real es...
Friday, April 25, 2025
How This Investor Built Tax-Free Income with a Small IRA Balance
Think you don’t have enough in your IRA to invest in real estate? Think again. This investor started with just a few thousand dollars and turned it into tax-free rental income – all inside her Roth IR...
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