Equity University Library

All Reports (PDFs)

7 Point Checklist: Selecting a Self-Directed IRA Custodian (1101 KB)
Selecting a Self-Directed IRA Custodian: Essential Factors You Must Consider Before You Start Self-Directed Investing.

A Guide to Real Estate Investing - A-Z (965 KB)
In this special report, we’ll take you step-by-step through everything you need to know about using a self-directed IRA to realize your real estate investing dreams.

CESA: Stop Worrying About Paying for College (4621 KB)
Coverdell Educational Savings Account: Stop Worrying about Paying for College! Save for your Child's Education Tax-Free, Investing in What You Know

Considering a Roth Conversion? Read this First to Find Out Why…or Why Not (348 KB)
Discover what you need to know to make an informed decision on whether you should convert to a Roth IRA.

HSA: A Lifetime of Healthcare Benefits (5725 KB)
Learn How a Self-Directed HSA Can Secure a Lifetime of Healthcare Benefits, While Giving You Control Over Medical Costs

Precious Metals (1100 KB)
Secure future wealthy by investing in precious metals while reaping potentially incredible tax benefits.

Private Bank Concept (1250 KB)
The Private Bank Concept is one the fastest growing strategies real estate investors are using to execute more deals than ever before.

Quick Start Guide: Commercial Real Estate (1030 KB)
You can invest in almost anything with a truly self-directed IRA, including commercial property. Equity Trust Company allows you to take advantage of the wealth creating benefits of self-directed IRAs (tax-free profits and large tax deductions) investing in what you know.

Quick Start Guide: Residential Real Estate (1031 KB)
You can invest in almost anything with a truly self-directed IRA, including residential real estate. Equity Trust Company allows you to take advantage of the wealth creating benefits of self-directed IRAs (tax-free profits and large tax deductions) investing in what you know.

QuickStart: Equipment Leasing (1135 KB)
You can invest in almost anything with a truly self-directed IRA, including equipment leasing. Equity Trust allows you to take advantage of the wealth-creating benefits of self-directed IRAs (tax-free profits and large tax deductions) investing in what you know.

QuickStart: Foreclosures (1017 KB)
You can invest in almost anything with a truly self-directed IRA, including foreclosures. Equity Trust Company allows you to take advantage of the wealth-creating benefits of self-directed IRAs (tax-free profits and large tax deductions) investing in what you know

QuickStart: Foreign Currency (1196 KB)
You can invest in almost anything with a truly self-directed IRA, including foreign currency. Equity Trust Company allows you to take advantage of the wealth-creating benefits of self-directed IRAs (tax-free profits and large tax deductions) investing in what you know.

QuickStart: Livestock (1319 KB)
You can invest in almost anything with a truly self-directed IRA, including livestock. Equity Trust Company allows you to take advantage of the wealth-creating benefits of self-directed IRAs (tax-free profits and large tax deductions) by investing in what you know.

QuickStart: Mobile Home (1221 KB)
You can invest in almost anything with a truly self-directed IRA, including mobile homes. Equity Trust allows you to take advantage of the wealth-creating benefits of self-directed IRAs (tax-free profits and large tax deductions) by investing in what you know.

QuickStart: Oil and Gas (867 KB)
You can invest in almost anything with a truly self-directed IRA, including oil and gas. Equity Trust Company allows you to take advantage of the wealth-creating benefits of self-directed IRAs (tax-free profits and large tax deductions) by investing in what you know.

QuickStart: Private Entity (855 KB)
You can invest in almost anything with a truly self-directed IRA, including a private entity. Equity Trust allows you to take advantage of the wealth-creating benefits of self-directed IRAs (tax-free profits and large tax deductions) by investing in what you know.

QuickStart: Promissory Note (885 KB)
You can invest in almost anything with a truly self-directed IRA, including promissory notes. Equity Trust Company allows you to take advantage of the wealth-creating benefits of self-directed IRAs (tax-free profits and large tax deductions) by investing in what you know.

QuickStart: Raw Land (1837 KB)
You can invest in almost anything with a truly self-directed IRA, including raw land. Equity Trust allows you to take advantage of the wealth-creating benefits of self-directed IRAs (tax-free profits and large tax deductions) by investing in what you know.

QuickStart: Real Estate Rehab (1038 KB)
You can invest in almost anything with a truly self-directed IRA, including real estate rehabs. Equity Trust Company allows you to take advantage of the wealth-creating benefits of self-directed IRAs (tax-free profits and large tax deductions) by investing in what you know.

QuickStart: Rollovers/Transfers (985 KB)
Equity Trust Company allows you to take advantage of the wealth-creating benefits of self-directed IRAs (tax-free profits and large tax deductions) by investing in what you know.

QuickStart: Subjet Tos (1043 KB)
You can invest in almost anything with a truly self-directed IRA, including subject to’s. Equity Trust Company allows you to take advantage of the wealth-creating benefits of self-directed IRAs (tax-free profits and large tax deductions) by investing in what you know.

QuickStart: Tax Deed (954 KB)
You can invest in almost anything with a truly self-directed IRA, including tax deeds. Equity Trust Company allows you to take advantage of the wealth creating benefits of self-directed IRAs (tax-free profits and large tax deductions) investing in what you know.

QuickStart: Tax Lien (948 KB)
You can invest in almost anything with a truly self-directed IRA, including tax liens. Equity Trust Company allows you to take advantage of the wealth creating benefits of self-directed IRAs (tax-free profits and large tax deductions) investing in what you know.

Real Estate IRA's: Secrets Revealed (1092 KB)
Imagine investing in a piece of property just down the street – a real, tangible asset. Would it make you sleep better at night knowing that you could go and see your retirement growing in front of your eyes? In this report, you’ll discover strategies for real estate IRAs that can help you secure a brighter future for you and your family.

Roth 401(k): Introducing the Supercharged Roth! (497 KB)
So, you may be wondering, what exactly ARE the advantages of the Roth 401(k)? Why all the hype? To better understand the appeal of the Roth 401(k), let’s first review the regular 401(k)/Solo(k) and the Roth IRA.

Roth IRAs: Secrets to Tax-Free Profits (1422 KB)
After completing a successful real estate transaction, do you get tired of sending a large portion of the profits to the IRS for taxes? Do you ever dream about how many more real estate deals you could do or how many more properties you could buy if profits weren’t split with the government because of taxes?

Self-Directed IRA Basics (614 KB)
Earn 50% more on investments,while securing your retirement. Learn how to benefit from the power of Self-Directed IRAs

Self-Directed IRA Rules and Regulations (737 KB)
While a self-directed IRA offers nearly limitless investment options, it does come with some strong but straightforward rules and regulations. This brief report provides some basic information on those self-directed IRA dos and don’ts.

Small Business Plans (2336 KB)
How to Create a Fortune Investing in What You Know Using a Small Business Retirement Plan

Tax Lien Interview with Don Fullman, PIP West (372 KB)
Jeanette Arnholt, Equity Trust Company Channel Marketing Manager, discusses current trends and market conditions for tax lien investing with Equity Trust retirement specialist David Griffiths and tax lien servicing agent Don Fullman from PIP-West.

Equity Trust Company Benefits Flyer (241 KB)
Self-directed investing with Equity Trust Company is simple. Our mission is to help investors make tax-free profits through education, innovation and a commitment to understanding their individual needs.