Equity University Library

Individual Plan Types: Roth

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.

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?

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.

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.

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 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 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.