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The steps to getting started with an IRA

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1 Equity Way, Westlake, OH 44145 | 855-355-ALTS (2587) | EquityInstitutional.com | EIServices@EquityInstitutional.com

Equity Institutional services institutional clients of Equity Trust Company. Equity Trust Company is a passive custodian and does not provide tax, legal or investment advice. Any information communicated by Equity Trust Company 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.

All Rights Reserved. Equity Trust Company ® 2019

Using an IRA to Invest is Easy With Equity

As a leader in the custody of alternative assets, Equity Trust Company has over 35 years of experience in self-directed IRAs and specializes in the complexities associated with private equity and crowdfunding investing.

Self-directed IRAs give investors ultimate flexibility in using tax-advantaged funds from Traditional or Roth IRAs to invest in Reg A+ and Reg D offerings; using IRA funds for investments can provide several potential tax advantages.

Why Private Equity Investing?

Many people feel it’s advantageous to diversify their retirement portfolio to include alternative investments in addition to traditional stocks, bonds and mutual funds. Private equity is attractive to many investors because it can give them the ability to invest in something they are knowledgeable or passionate about.

Investing in private companies can include direct investing into a start-up or established company, investing into a fund that owns or supports an organization, or venture capital crowdfunding opportunities.

 

 

Why is a Custodian that Specializes in Alternative Investments necessary?

Not all custodians are able to hold alternative assets, particularly private equity. Equity Trust specializes in the custody and administration of complex assets, and is experienced in the IRS reporting and detailed recordkeeping associated with difficult-to-value assets.

Working with a qualified custodian in the alternative asset space allows you to minimize the risks that could potentially jeopardize the IRS tax-advantaged status of your account.

Equity Institutional Makes IRA Investing Easy

Equity Trust has been a leader in IRA investing in alternative assets, including real estate, precious metals and crowdfunding, for decades. Our simple, streamlined process makes it easy for investors to open their accounts online in as little as 10 minutes using eSignature, and deposit or transfer IRA funds into their account.

Our state-of-the-art myEQUITY online account management tool gives you around-the-clock visibility into your account, and the ability to manage transfers, disbursements and bill payments online from any device.

OPEN YOUR ACCOUNT

As part of our first-class service, we assign Investment Liaisons to every investment transaction. And with our fee schedule, there are no hidden fees or surprise charges. It’s a simple process to begin.

1. Open your Account

Use myEQUITY to easily open your IRA account, often in under 10 minutes. Use the eSignature option, if desired, to complete the process online

2. Fund Your Account

Transfer funds into your account via ACH, cash or check. Or contact your existing custodian to initiate a transfer or rollover from an existing IRA.

3. Manage the Investment within Your IRA

Use myEQUITY to manage your account from any device.

Our state-of-the-art myEQUITY online account management system gives you around-the-clock visibility.

Convenience

Equity Trust is a regulated trust company.

Safety & Security

Personalized account service teams and investment liaisons.

Personalized Service

Equity Trust has a transparent  fee schedule without hidden charges.

Value

A leading custodian with 35 years of experience and approximately $25 billion of assets under custody/administration.

(as of 12/31/18)

Strength

Invest in real estate, private placements, tax liens, foreign currency and much more.

Investment Freedom

We have 35+ years of experience in self-directed IRAs, 401(k)s, and other retirement plans. See what makes us better than the rest.

Why Equity Trust?

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Why Invest Using an IRA?

The benefit of utilizing IRA dollars to fund your alternative investments is the opportunity to defer taxes on the profits for a number of years or, in some cases, reduce the amount of taxes paid on the profits. The investments and the returns are all maintained within your tax-advantaged IRA.