Equity University Library

General Resources: Self-Directed IRAs

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.

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

Guide to Self-Directed Investing (3573 KB)
Grow Your Wealth Tax Free, While Saving for Your Future in Assets You Know and Understand. You can make your dream of truly lasting wealth a reality with a self-directed IRA. What makes a self-directed IRA such a great wealth creation tool?

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 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.