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Real Stories of How Investors Are Building Wealth with Self-Directed IRAs

Discover What Makes an Equity Trust Self-Directed IRA Different

The Investor Case Study Guide Showcases:

How one investor used a non-recourse loan from his neighbor to capitalize on an investment opportunity that netted $40,000, tax-free back to his Roth IRA.

 
An investor who put $100 from his IRA in a structured real estate investment and returned $21,000 to his account 


How one retiree turned to real estate to provide $33,000 of annual cash flow from his IRA 


Plus other stories of real client successes

Access 11 SDIRA Investor Case Studies

Insight into 11 years of exclusive Equity Trust real estate investing data, including:

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Past performance is not indicative of future results. Investing involves risk, including the possible loss of principal.

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 or financial decision, please consult with your tax attorney or financial professional. *Assets under custody as of 3/31/2021. 

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Our track record of excellence is unmatched in the industry. Over 181,000 investors rely on us to custody over $30.1 billion in assets. (as of 03/31/2021)

Recognized Leader

Create a customized portfolio of alternative assets as well as traditional investments with a single custodian.

Investment Freedom

With 45 years of financial service experience, our track record of success with self-directed IRAs, 401(k)s, and other retirement plans is unmatched. See what makes us better than the rest.

Why Equity Trust?

VIEW 11 CASE STUDIES

Self-directed IRAs and other retirement plans allow you to create lasting wealth by investing in areas where you have knowledge, expertise, and comfort.

Discover what only 2% of Americans know about creating lasting wealth.

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A Leader in Self Directed IRAs:
Equity Trust holds over 181,000 accounts with $30.1 billion* in IRA assets under custody.

Speak with a Senior Account Executive today: 855-265-4472

Insight into 11 years of exclusive Equity Trust real estate investing data, including: