Build Wealth with a
Self-Directed Solo 401(k)
Discover all you need to know about the powerful tool that allows small business owners and sole proprietors to contribute, deduct, and invest nearly 10 times the amount they could with other retirement accounts.
Build Wealth with a
Self-Directed
Solo 401(k)
Discover all you need to know about the powerful tool that allows small business owners and sole proprietors to contribute, deduct, and invest nearly 10 times the amount they could with other retirement accounts.
Self-Directed IRA Questions? Get Answers.
Save time and simplify your self-directed IRA research – set up a call with an IRA Counselor to get the information you need about this powerful wealth-building concept.
Learn the Advantages of a Self-Directed Solo 401(k)
Free Guide Reveals:
How you could possibly deduct $66,000 or more from your next tax bill
How to boost your buying power on your real estate or other investments
The unique qualifications for a solo 401(k)
A simple way to determine if you’re eligible for the account
Learn the Advantages of a Self-Directed Solo 401(k)
Free Guide Reveals:
How you could possibly deduct $66,000 or more from your next tax bill
How to boost your buying power on your real estate or other investments
The unique qualifications for a solo 401(k)
A simple way to determine if you’re eligible for the account
Many retirement accounts limit investors to stocks, bonds, and mutual funds.
WE DON'T.
Why Equity Trust?
With 50 years of financial service experience, our track record of success with self-directed IRAs, 401(k)s, and other retirement plans is unmatched. See what makes us better than the rest.
Investment Freedom
Create a customize portfolio of alternative assets as well as traditional investments with a single custodian.
Recognized Leader
Our history of excellence is unmatched in the industry. Clients rely on us to custody & administer over 368,000 accounts with $52 billion in assets. (as of 6/1/2024)
Innovative Technology
Simplify investing and account management online, through our industry-leading system, myEQUITY.
Service Excellence
Recognized as an exceptional service provide, we have nearly 400 employees dedicated to you.
Industry-Leading Education
Maximize your account and gain new insights with access to unparalleled, on-demand education from webinars, case studies, how-to guides and live workshops.
Regulatory Oversight
Equity Trust is an IRS-approved custodian, and regulated as South Dakota trust company. You're in good hands.
We work with informed investors who want more control over their investment opportunities.
Set up a self-directed IRA and invest in:
Real Estate
Promissory Notes
Private Entities
Cryptocurrency
Precious Metals
What Clients are Saying About Equity Trust Company
"Equity Trust goes above and beyond customer service. Both myself and my spouse have entrusted Equity Trust in our property investment needs. We have been extremely pleased with the turnaround time on our investments. Their staff is highly trained and extremely friendly. We have referred to both our relatives and friends for their investment needs."
"Equity Trust Company has been the custodian for my IRA account of over 10 years. I have found their representatives to be knowledgeable and helpful. I have bought and sold trust deeds and real estate and have never encountered any problems. I would recommend them to anyone looking for a reliable custodian for a self-directed IRA."
CANDICE P., OHIO
RICHARD C., ARIZONA
What Clients are Saying About Equity Trust Company
"Equity Trust goes above and beyond customer service. Both myself and my spouse have entrusted Equity Trust in our property investment needs. We have been extremely pleased with the turnaround time on our investments. Their staff is highly trained and extremely friendly. We have referred to both our relatives and friends for their investment needs."
CANDICE P., OHIO
"Equity Trust Company has been the custodian of my IRA account for over 10 years. I have found their representatives to be knowledgeable and helpful. I have bought and sold trust deeds and real estate and have never encountered any problems. I would recommend them to anyone looking for a reliable custodian for a self-directed IRA."
RICHARD C., ARIZONA
Self-direct your investments in 3 simple steps
1. Create and fund your account.
Your dedicated onboarding expert is with you every step, so everything is set up right.
2. Direct your eligible investment.
You select your investment opportunity and we take care of everything on the back end.
3. Manage your investment.
Our streamlined technology and expert service keep you informed and ready to respond quickly to new opportunities.
Learn about self-directed Solo 401(k)s and take control of your financial future.
Endless investment opportunities for informed investors
We’ve helped hundreds of thousands of clients invest billions through self-directed IRAs.
We’re here to support you and answer any questions.
Serving Informed Investors for 50 Years
As a passive, non-discretionary custodian, we offer clients:
A single-point-of-contact
Streamlined technology
Extensive educational tools
Experts who answer their questions
Transparent fee structure
Ready to join the informed investors using self-directed IRAs to leverage tax-advantaged compounding interest?
7 Best IRA Accounts for 2022
Best Overall Self-Directed IRA Custodian 2023
Now’s the time to get set up right.
Whether or not you have an investment in mind, we’ll help you set up and fund your account so you’re ready to direct your funds when you find an opportunity that fits your financial goals.
YES, I'm Interested!
Download Your Free Solo 401 (k) Guide:
By submitting this web form, I expressly authorize Equity Trust to send me emails and text messages about its products and services using automated technology to the email address/phone number provided on the form above. This consent is not required to obtain our products and services. Contact us at 888-233-4382 if you prefer not to use this form to receive this offer. You can unsubscribe at any time. Message and data rates may apply. View Terms & Privacy.
YES, I'm Interested
Download our Free Solo
401 (k) Guide:
By submitting this web form, I expressly authorize Equity Trust to send me emails and text messages about its products and services using automated technology to the email address/phone number provided on the form above. This consent is not required to obtain our products and services. Contact us at 888-233-4382 if you prefer not to use this form to receive this offer. You can unsubscribe at any time. Message and data rates may apply. View Terms & Privacy.
YES, I'm Interested
Download our Free Self-Directed IRA Info Kit:
By submitting this web form, I expressly authorize Equity Trust to send me emails and text messages about its products and services using automated technology to the email address/phone number provided on the form above. This consent is not required to obtain our products and services. Contact us at 888-233-4382 if you prefer not to use this form to receive this offer. You can unsubscribe at any time. Message and data rates may apply. View Terms & Privacy.
Equity Private Client Group provides dedicated support and administrative solutions for individual clients of Equity Trust Company. Equity Trust Company is a directed custodian and does not provide, tax, legal or investment advice. Any information communicated by Equity Trust Company is for educational purposes only, and should not be construed as tax, legal or investment advice. Whenever making an investment decision, please consult with your tax attorney or financial professional.
*Founded in 1974 | Self-Directed IRA Custodian since 1983. The predecessor business to Equity Trust Company was established in 1974 and the IRS approved as a custodian in 1983. **Assets under custody as of 6/1/2024.
1 Equity Way, Westlake, OH 4414 | ©2024 Equity Trust, All rights reserved.