Videos

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 ...
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 ...

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