Videos

Friday, April 12, 2024
Equity Trust | 50th Anniversary | George Sullivan
50 years of delivering for our clients and giving them the opportunity to reimagine their retirement. Celebrate 50 years with us: https://youtu.be/0YKK-6exWaY #EquityTrust #50years #service
Thursday, April 11, 2024
50 Years of Inspiration and Innovation: The Equity Trust Company Story
Follow the compelling story of Equity Trust Company, from our founding company’s humble beginnings in Lorain, Ohio with the Desich family, to becoming a pioneering leader in self-directed IRAs. Thi...
Wednesday, April 10, 2024
What are Alternative Investments? The Ultimate Guide
Join John Bowens for a deep dive into alternative investments. Learn how to enrich your portfolio with self-directed IRAs for: real estate, private lending, private equity, and crypto. This guide cove...
Wednesday, April 3, 2024
How to Title Investments in a Self-Directed Account
Learn the critical aspects of titling your investments correctly using your Self-Directed IRA, HSA, Coverdell Savings Account, or Solo 401(k). Understanding the correct way to initiate investment docu...
Tuesday, April 2, 2024
Can you use your IRA before retirement?
Our team answers here! #retirement #retirementplanning #savings #investingtips
Monday, April 1, 2024
Why do people choose self-directed IRAs for traditional market investments?
Start your self-directed IRA journey with Equity Trust's expertise here: https://info.trustetc.com/consult #investinyourfuture #financialtips #financetips #retirementplanning
Monday, March 25, 2024
What's off-limits for your IRA investments?
For a deeper dive on the rules, see IRS Publication 590. #irs #finance #financialtips #retirement
Wednesday, March 20, 2024
$37K Richer | Big Money in Real Estate Without the Hassle of Flipping
Explore the world of passive real estate profits! Our latest episode showcases Wayne and Alicia's journey to a 37% ROI in just 102 days through private money lending. You can learn the same secretes w...
Tuesday, March 12, 2024
Can a self-employed individual have a retirement plan?
Are you self-employed looking to start a retirement plan? Check out this video to learn about the possibilities beginning with a Solo 401(k). #retirementplan #401k #investing
Friday, March 8, 2024
Who Can Open a Solo 401(k)?
You may have heard of a solo 401(k) - also known as an individual 401(k) or one participant 401(k) - as a retirement account option, but how does it work, and who is it for? Director of Education John...
Wednesday, March 6, 2024
Who can start an IRA?
Alternative investments might be a good money move for you. Set up a consultation with an IRA Counselor today. Link in comments! #finance #financetips #irs #retirementsavings
Friday, March 1, 2024
The Powerful Strategy for Rollover Distribution: Avoid Taxes & Penalties
What is the once a year rollover provision? #taxes #investing #investor
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