Equity University Library

All Videos

Advanced Roth Conversion Strategies for Small Business Owners (54047 KB)
Join David Reyes, founder of Reyes Financial Architecture, as he addresses the tax-burden issue head-on for small-business owners with advanced Roth conversion strategies that use pension plans and tax-reduction techniques.

Convert to a Roth IRA in 2010 or Not? Find Out What is Right for You Before the New Year (2 KB)
Beginning in 2010, the income limit that has previously prevented thousands of Americans from converting to a Roth IRA and enjoying truly tax-free profits will be eliminated. But just because you can convert, does that mean you should? With less than 30 days until January 1, 2010, you don't want to miss this chance to get the information you need to help you answer the question, "To convert or not to convert?" Learn all of the benefits of a Roth IRA and discover if converting in 2010 is right f

Discussion about Turn Key Real Estate (2 KB)
Discover the pro’s and con’s of turnkey real estate investing with Wally Chernoff of InvestorLoft.com and Jim Toner of Jim Toner’s Wealth Builders. Plus, Equity Trust will show how investing with a self-directed IRA could provide many tax benefits and open up new funding sources for this and other real estate investing strategies.

Equity Trust Clients are Thriving in Today's Market…Discover How You Can Too (2 KB)
Discover How To Succeed in Today’s Market Directly From Equity Trust’s Best Clients... Edwin and Jeff discuss how the Equity University Networking Event will reveal how investors are successfully selling real estate for top dollar in tough markets, how investors are borrowing hundreds of thousands of dollars, and winning strategies that are working in today’s market. You’ll discover on this webinar how this event is “one-of-a-kind” – successful clients

Foreclosure Class with Linda Yates (2 KB)
Equity University’s Director of Education, Edwin Kelly, and special guest, Linda Yates of Foreclosure.com take a comprehensive look at the pros, cons and realities of investing in foreclosed properties. This session will also cover the importance of developing a workable plan, applying negotiation techniques, doing the math on the obvious and not-so-obvious costs, and having a solid exit strategy.

Growing Wealth and Investing in Tax Liens with your Self-Directed IRA (2 KB)
John Lane and Jeanette Arnholt discuss growing wealth and investing in tax liens with your self-directed IRA.

How Can I Fund More Tax Lien Deals Online? (2 KB)
With the fall tax lien sales upon us, are you looking for new source of funds to help you do more deals? Who wouldn't? Well, with a Self Directed IRA, you can accomplish that and you can grow and manage your own retirement account. Please join Jeanette Arnholt on this educational journey through the world of tax lien investing.

How to Avoid a Collision Course with MARS (2 KB)
Jeff Watson, a short sale and private lending attorney, covers the details on the FTC’s new regulation called MARS (Mortgage Assistance Relief Services) Rule and how to operate professionally and ethically within its current framework.

How to Send Your Kids to Harvard (without working until you're 90) (2 KB)
Education comes in various forms with a range of price tags. Discover why a Coverdell Education Savings Account is a better way to pay for it. Whether you’re a parent, grandparent, aunt, uncle, cousin or friend, you can open a CESA for the benefit of a child. Simply contribute funds to the account (or rollover an existing account) and invest in what you know (real estate, tax liens, foreign currency, stocks, etc.).

Introduction to Structured Settlements (2 KB)
This session from our 2010 Networking Conference discussing what a structured settlement is, the payments received from it, as well as discounts and yields available to profit in your self-directed IRA.

Investing in Mobile Homes (2 KB)
During the 2010 Networking Conference, real estate investor, Jeff Kent led a session on mobile home investing. This presentation includes information on how to generate high yields from only small investments, how to put together the deals from a mobile home standpoint as well as from an IRA standpoint, the paperwork involved, the buying formulas, and the exit strategies.

Is a Roth IRA Conversion Right for You? (2 KB)
Designed for high-net-worth business owners and their CPAs and advisors, this presentation will cover key Roth conversion strategies to minimize or in some cases, eliminate taxes on conversion.

One on One Conversation with the Tax Lien Lady, Joanne Musa (2 KB)
Equity Trust's Jeanette Arnholt discusses tax lien investing with the Tax Lien Lady, Joanne Musa.

Self-Directed IRA Basics: Everything You Need to Know from A-Z (2 KB)
Length: 56 minutes
Learn how you can harness the power of a truly self-directed IRA to grow your wealth. Equity University Director of Education Edwin Kelly reveals how a self-directed IRA works and gives the answers to the most common self-directed IRA questions. Take your first step on your path to financial freedom.

The Do's and Don'ts of Self Directed IRA's (2 KB)
Critical to any successful self-directed investing strategy is awareness of IRS rules. If you don't follow the rules, you can risk your IRA’s valuable tax-deferred and tax-free benefits. Edwin Kelly, Director of Education for Equity University, and IRS agent Robert CreMeens spell out in plain English what you can and can’t do with your self-directed IRA.

Why Choose Equity Trust? (2 KB)
Learn more about the company culture at Equity Trust Company and how our employees work to better serve our clients and their needs.

Tax-Free Investing for Everyone: Dramatic Roth IRA Changes (2 KB)

The Ticking Healthcare Crisis Time Bomb... And How to Diffuse it! (2 KB)
Join Edwin Kelly of Equity Trust Company and Jim Snyder of Herbruck Alder, as they discuss how to control medical costs of this exclusive webinar.