Equity University Library

Individual Plan Types: Traditional

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?

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 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 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.