Equity University Library

Individual Plan Types: CESA

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

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?

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.).

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.

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.