Established in 1974 → Recognized by Investopedia as Best Overall Self-Directed IRA Custodian 2020-2024 (888) 594-7844

Joined December 2008
The Federal Reserve has decided to keep interest rates unchanged, but that doesn't mean markets will stay the same. Even when rates hold steady, factors like inflation, economic conditions, and investor expectations can influence investments. Different asset classes may continue to respond to these factors in different ways. Learn how steady rates can affect investments – link in comments #federalreserve #interestrates #equitytrust
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What are the pros and cons of a Solo 401(k)? John Bowens covers contribution limits, Roth options, eligibility requirements, and other considerations for business owners. Watch the full video – link in comments #solo401k #retirementplanning #equitytrust
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Real estate investing with a self-directed IRA goes beyond traditional rental properties. From commercial properties and vacation rentals to fix-and-flips and undeveloped land, there are several types of real estate that can potentially be held in a self-directed retirement account. Equity Trust's John Bowens explores these alternatives and how they fit into the broader world of self-directed investing. Watch the full video to learn more – link in comments #realestateinvesting #selfdirectedIRA #equitytrust
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Together, we raised more than $115k for the #AmericanHeartAssociation ! From bake sales and raffles to the Greater Cleveland Heart Walk, thanks to everyone who organized, contributed, and participated this year. Learn more about AHA – link in comments. #equitytrust #heartwalk #hearthealth
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Heading to the National Real Estate Investing Summit? Hear Equity Trust’s John Bowens discuss retirement accounts and real estate investing on Nov. 6 at 1:30 p.m. Plus, stop by our booth for a chance to win a $250 Home Depot gift card. Learn more – link in comments . #equitytrust
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Can algorithms help limit emotional trading decisions? Max Payne of Animus explains to John Bowens how predefined trading rules can reduce emotion-driven decisions in an Automated Crypto IRA. Watch the full video – link in comments. #crypto #algorithmictrading #equitytrust
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If you're a tax professional, Equity Trust will be at the NATP Tax Forum Oct. 21–22 in Las Vegas. Stop by our booth to learn about Solo 401(k) opportunities for eligible self-employed clients. Learn more and register - Link in comments. #solo401k #taxprofessionals #equitytrust #NATPTaxForums
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In 2026, eligible individuals age 50+ can contribute up to $8,600 across self-directed Traditional and Roth IRAs combined, including a $1,100 catch-up contribution. Other IRA contribution and eligibility rules still apply. Learn more – link in comments . #IRA #retirementplanning #equitytrust
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Q4 is almost here. Consider a quick retirement check-in to review your retirement goals, check account activity, and organize important documents. Head into the final quarter informed and prepared. #RetirementPlanning
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Did you know certain self-directed IRAs can hold cryptocurrency? Equity Trust offers options for investors who prefer to make their own crypto investment decisions or use automated trading. Explore Crypto IRA options – link in comments. #CryptoIRA #Cryptocurrency #equitytrust
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