I have a question

Do you have questions about self-directed IRAs?

Are you just learning about the topic? Is it time to consider your various tax-advantaged account options?

Let us know how we can help and a Senior Account Executive will follow-up.

A leading custodian of tax-advantaged self-directed IRAs, small business plans, health and education savings accounts and more.

About Equity Trust

1974
Founded.
1983
Approved by the IRS as a non-bank passive custodian for retirement accounts.
2001-2002
Equity Trust Company is established and all self-directed accounts are acquired from its predecessor.
2013
Equity Trust Company reaches $12 billion in assets under custody and administration.
35
YEARS OF EXPERIENCE
$25 BILLION
ASSETS UNDER CUSTODY AND ADMINISTRATION*

Why Equity Trust?

Equity Trust goes above and beyond customer service. Both myself and spouse have entrusted Equity Trust in our property investment needs. We have been extremely pleased with the turnaround time on our investments. Their staff is knowledgeable and extremely friendly. We have referred to both our relatives and friends for their investment needs.

- Candice, Ohio
Traditional IRA
Roth IRA
Coverdell Education Savings Account (CESA)
Health Savings Account (HSA)

Self-Directed Account Options

Contact

Invest for a better future. Invest with the freedom of a self-directed account.

Address
 1 Equity Way
Westlake, OH

44145

Email
info@trustetc.com
Telephone
855-265-4472
Available: 9am - 6pm, EST
Monday - Friday

 

Simplified Employee Plan (SEP IRA)
Savings Incentive Match Plan for Employees (SIMPLE IRA)
Solo 401(k)
Roth Solo 401(k)
Schedule a Consultation

Small Business Plans

Schedule a ConsultationSchedule My Consultation

Equity Trust Company has been the custodian of my IRA account for over 10 years. I have found their representatives to be knowledgeable and helpful. I have bought and sold trust deeds and real estate and have never encountered any problems. I would recommend them to anyone looking for a reliable custodian for a self-directed IRA.

- Richard, Arizona

We have more than 35 years of experience with self-directed IRAs, 401(k)s, and other retirement plans we offer. See why clients choose Equity Trust.

Investment Freedom

Invest in real estate, notes, private equity, stocks, mutual funds, foreign currency and more – all from one account.

Stability & Experience

A leading custodian with 35 years' experience and approx. $25 billion of assets under custody/administration. (as of 12/31/17)

Innovation & Technology

Newly-enhanced online account management and bill pay system provides around-the-clock access to your account.

Dedicated Service

Investment liaisons and account service teams dedicated to client satisfaction.

Value

Equity Trust is a state-chartered trust company since 1983 and undergoes routine audits.

Monthly Education

Ongoing education with webinars, workshops, e-book, infographics, reports/guides and more.

Speak with a Senior Account Executive today: 855-265-4IRA (4472)

Individual Plans

©Equity Trust Company. All Rights Reserved.

Equity Trust is a passive custodian and does not provide tax, legal or investment advice. Any information communicated by Equity Trust is for educational purposes only, and should not be construed as tax, legal or investment advice. Whenever making an investment decision, please consult with your tax attorney or financial professional.

  • funded with pre-tax dollars
  • tax-deferred investment growth
  • tax deductible contributions if qualified
  • funded with after-tax dollars
  • tax-free investment growth
  • tax-free qualified distributions
  • save for a child's future education costs
  • tax-free distributions for qualified educational expenses
  • requires a High Deductible Health Plan to be eligible
  • tax-free distributions for qualified medical expenses
  • for sole proprietors or businesses with 25 or fewer employees
  • higher contribution limits than individual plans
  • for businesses with 100 or fewer employees not currently sponsoring a retirement plan
  • higher contribution limits than individual plans
  • for sole proprietors (and their spouse)
  • combines elements of the SEP and SIMPLE IRA
  • for sole proprietors (and their spouse)
  • combines elements of the SEP and SIMPLE IRA
  • ability to make after-tax (Roth) contributions

Ask us.

*Values approximate as of 12/31/17