Discover the Triple Tax Benefits of the Health Savings Account

Welcome to a Tax-Free Health Plan

Take control of your health care savings.

• Tax deduction on contributions (subject to limitations)
• Tax-free environment for cash and investments in an HSA
• Tax-free distributions, if used for qualified medical expenses

Download our HSA Report to learn how a self-directed HSA at Equity Trust could help you take control of your medical costs – now and in retirement – with triple tax benefits:

Like all accounts at Equity Trust, a self-directed HSA provides the freedom and flexibility to invest in real estate, notes, private equity and a variety of alternative assets, in addition to stocks, bonds and mutual funds.

Worried about the Rising Cost of Health Care?

Download your free HSA Report to find:

• Answers to FAQs about self-directed Health Savings Accounts
• Eligibility requirements
• Examples of qualified medical expenses an HSA can pay, tax-free
• Potential benefits of a self-directed HSA (now and in retirement)
• Case Study: How an HSA helped a family build tax-advantaged wealth for qualified medical expenses

Expand and diversify your investing with confidence.

Create a customized portfolio for retirement, health care and a child's education with the freedom to invest in the traditional markets and alternative assets – all in one place.

We have more than 35 years of experience in the custody/administration of self-directed IRAs, 401(k)s, HSAs and other tax-advantaged plans. See why clients choose Equity Trust.

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

Wealth-Building Education

Simple, straightforward annual maintenance fee based on account value.

Value

Personalized service you can rely on from investment liaisons and account service teams dedicated to client satisfaction.

Service & Operational Excellence

Invest online from any device with myEQUITY online account management and the Digital Asset Platform.

Innovation & Technology

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

(as of 12/31/18)

Trusted Custodial Experience

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

Investment Freedom

©Equity Trust Company. All Rights Reserved.

Terms of Use    Privacy Policy

Equity Trust Company is a directed 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.

Welcome to a

Tax-Free Health Plan