Equity University Library

Individual Plan Types: Solo(k)

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?

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 401(k): Introducing the Supercharged Roth! (497 KB)
So, you may be wondering, what exactly ARE the advantages of the Roth 401(k)? Why all the hype? To better understand the appeal of the Roth 401(k), let’s first review the regular 401(k)/Solo(k) and the Roth IRA.

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.

Small Business Plans (2336 KB)
How to Create a Fortune Investing in What You Know Using a Small Business Retirement Plan

All Solo(k) accounts are currently serviced by our affiliate company, Sterling Trust.  Please visit the following link for further information: www.sterling-trust.com