Equity University Library

Individual Plan Types: HSA

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?

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

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.

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.