Small Business Retirement Plans Guide

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Self-Directed small business retirement plans allow the potential for larger tax deductions on contributions, tax-deferred growth and greater investment freedom and flexibility.

Let Your Business Help Build Your Retirement with Investing You Control

Richard C., Arizona

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.

Candice P., Ohio

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 highly trained and extremely friendly. We have referred to both our relatives and friends for their investment needs.

Learn how a small business retirement plan at Equity Trust can help you and your employees save for retirement.

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©Equity Trust Company. All Rights Reserved.

Equity Trust is a directed 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.

Take control of your financial future.

©Equity Trust Company. All Rights Reserved.

What Clients are Saying About Equity Trust Company

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Reduce and Defer Taxes with Potential Larger Tax Deductions

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  • Details about the SEP IRA
  • Details about the SIMPLE IRA
  • Details about the Solo 401(k)
  • Contribution and potential deduction amounts
  • Eligibility and income requirements

Why Equity Trust?

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.

Investment Freedom

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

Recognized Leader

Our track record of excellence is unmatched in the industry. Over 170,000 investors rely on us to custody over $25 billion in assets. (as of 12/31/2018)

Innovative Technology

Simplify investing and account management online, through our industry-leading system, myEQUITY.

Service Excellence

Recognized as an exceptional service provider, we have nearly 400 employees dedicated to you.

Safety & Security

Equity Trust is a state regulated trust company. You’re in good hands.

Industry-Leading Education

Maximize your account and gain new insights with access to unparalleled, on-demand education from webinars, case studies, how-to guides and live workshops.

Our track record of excellence is unmatched in the industry. Over 170,000 investors rely on us to custody over $25 billion in assets. (as of 12/31/2018)

Simplify investing and account management online, through our industry-leading system, myEQUITY.