©Equity Trust Company. All Rights Reserved.

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.

Take control of your financial future.

ACCESS YOUR FREE GUIDE

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

Monthly Education

Simple, straightforward annual maintenance fee based on account value.

Value

Investment liaisons and account service teams dedicated to client satisfaction.

Dedicated Service

Invest and manage your account online with myEQUITY and the Equity Trust Digital Asset Platform.

Innovation & Technology

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

(as of 12/31/18)

Stability & Experience

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

Investment Freedom

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

Why Equity Trust?

Invest tax-free

Retire tax-free

Build a legacy tax-free

by investing in what you know best

with a Roth IRA at Equity Trust

FREE ROTH IRA GUIDE

What can a Roth IRA do for you?

  • Investments grow tax-free while inside a Roth IRA
  • Money withdrawn from the account is tax-free*
  • Ability to contribute after age 70½ – No age limit
  • No Required Minimum Distributions (RMDs)
  • Enjoy the freedom to invest in both traditional and alternative assets at Equity Trust

Access the Complete Roth IRA Guide to Learn More

Unlock the Roth IRA Guide to discover

  • How the alternative investment process works with a Roth IRA
  • An example of investing with a Roth IRA
  • Features of a Roth IRA
  • Roth vs. Traditional IRA comparison
  • Benefits of other Roth accounts
  • Eligibility requirements & more

Fast and friendly service. Would and have recommended Equity Trust to many investors. It is a great way to defer income or better, use a Roth and not pay any income taxes. :)

- Anonymous Trust Pilot Review

I have had my Roth IRA with Equity Trust Company for just under 20 years. I recommend ETC whenever asked or any time the subject of a self-directed IRA comes up in conversation. I do not hesitate to rate Equity Trust Company the highest rating possible, which in this case is limited to Five Stars, the maximum rating.

- Angelo

* For qualified distributions after age 59½ after the account has been established for at least five years