Equity Trust Company

Equity Trust's mission is to inspire, educate, and support investors to achieve more. With an Equity Trust account, investment possibilities are nearl... more
Friday, March 17, 2023
Real Estate Closing Services for IRA Investors | IRA Title Pro
James Schlimmer, CEO of Equity Real Estate Services, joins John Bowens, Director, Head of Education and Investor Success at Equity Trust, as they walk real estate investors through IRA Title Pro’s fas...
Wednesday, March 15, 2023
How Retirement Accounts Could Help You at Tax Time
In this episode of Getting Real with John Bowens we prepare as the tax deadline is approaching. Discover what considerations are important before the tax deadline this year, learn how much you can con...
Thursday, February 23, 2023
Beneficiary IRAs: What to Know
What is the difference between a Spouse Beneficiary and a Non-Spouse Beneficiary? What should you expect if you inherited an IRA after 2020? What factors should you consider when deciding on a benefic...
Friday, February 17, 2023
5 Questions to Ask a Financial Advisor
In this video, John Bowens, Director, Head of Education and Investor Success at Equity Trust Company, reviews the five questions every investor should ask their Financial Advisor/Prospective Financial...
Wednesday, February 15, 2023
The Building Blocks of Self-Directed Investing
In this episode, John discusses the potential of leveraging a self-directed account, rules and regulations of self-directed investing, how to get started, and more! Jump-start your wealth building wi...
Tuesday, February 7, 2023
2023 Update: The State of the Foreclosure Real Estate Market Backed with Data
Learn what states have the highest number of foreclosures, and if the overall number is decreasing or increasing. The reality of the foreclosure real estate market doesn't have to be confusing. IRA ...
Wednesday, February 1, 2023
Real Estate IRA Income Opens Doors to Meaningful Community Causes: Wayne's Story
Montana resident Wayne has some experience with real estate investing and his wife is a real estate broker, so it made sense to him to invest his retirement account in real estate to grow his wealth. ...
Wednesday, February 1, 2023
Supporting the American Dream: Kimberly's Story
From a young age, Kimberly of California was instilled with the mindset that contributing to a better world means more than the distant act of writing a check to an organization. Recently, the longtim...
Wednesday, February 1, 2023
Using a Roth IRA to House Homeless Veterans and Refugees: John's Story
John of Indianapolis has built a large portfolio of multi-family housing, much of it held in his Roth IRA. In the last 10 years, he has been housing homeless veterans in Indianapolis in properties he ...
Wednesday, February 1, 2023
Real Estate Investing to Revitalize Communities and Provide Employment: Jan's Story
To Jan of Missouri and her family, it’s not enough to secure their financial future through self-directed real estate investing (though that is important to them, too). While completing her real est...
Wednesday, February 1, 2023
Self-Directed Investing Fuels Couple’s Outreach Across the Globe: Brad's Story
Brad and his wife’s missionary work wouldn’t be possible if it wasn’t for an investing strategy that enables him to build his wealth faster than by traditional means. Helping the impoverished is a ca...
Thursday, January 26, 2023
Everyone Deserves Access to Institutional Real Estate Assets
It can be difficult to identify motivated apartment building landlords, negotiate, raise equity partners for the down payment, identify financing partners, add value through renovations, repositing, e...

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