What is an Equity Trust IRA?
Equity Trust is a self-directed IRA custodian company with more than $25 billion under custody and provides services for alternative assets and self-directed retirement accounts. Established in 1974, they have an excellent track record for quality service at low fees.
Investors with an IRA account can invest in various alternatives, including real estate, private equity investments, precious metals and currencies.
Self-directed IRAs
Self-directed IRAs allow investors to take advantage of alternative investments like real estate, private equity and cryptocurrencies for retirement savings and tax advantages. But you must be wary when selecting and valuating these assets to ensure their proper valuation.
It is crucial that when selecting a self-directed IRA custodian, it is vital that you research their fees and services thoroughly. When looking for an IRA custodian, make sure it offers transparent fee structures while being knowledgeable of alternative investment rules and restrictions imposed by them.
Understanding how your custodian handles rollovers is also essential, as this will impact whether or not your tax-advantaged status remains intact. Ideally, any transfers should occur directly between custodians to avoid additional taxes being assessed on transfers between custodians.
Real estate
Real estate, which encompasses land and buildings on it, can be an excellent form of investment that increases in value over time and generates regular streams of income. Furthermore, it may even bring tax benefits.
Investors with self-directed retirement accounts can use them to invest in real estate, private equity and precious metals – typically more lucrative investments than stocks or bonds.
Equity Trust Company has been an award-winning custodian of self-directed IRAs since 1974, boasting a stellar track record for service excellence that has drawn over 150,000 investors to trust them with $28.7 billion worth of assets. Opening an Equity Trust account can be done either online or by calling one of their dedicated client service teams.
Private equity
Private equity firms may be an attractive way to diversify retirement portfolios. These firms invest in companies not publicly traded and generally take a controlling stake before selling or delisting from public stock exchanges; as compensation, they charge both management fees and take a percentage of any profits realized from sale of these businesses.
Some critics of private equity firms have likened the cycle of acquire, restructure and resell to house flipping. Others point out that private equity’s focus on turning quick profits can harm workers such as nurses required to work overtime or apartment tenants who see their income reduced due to high rent costs. As a result of these concerns, some have advocated for changes within this industry.
Precious metals
Gold and silver have long served as stores of value and protection against inflation. Gold has long been used in currency and art while platinum, palladium, and iridium can be found everywhere from electronic storage devices to catalytic converters.
Investors of precious metals have various options available to them for investment purposes, ranging from coins and bars, futures contracts, exchange-traded funds (ETFs) containing physical metals as well as shares in mining companies – or they can diversify their portfolio with precious metal ETFs that hold both precious metals as well as shares in mining companies. Precious metals offer non-correlated returns with other assets – providing a great means of diversification.
However, investors must carefully consider their motivations and objectives before selecting an investment vehicle and metal that best fit these goals. Furthermore, investors must fully comprehend all risks involved with precious metal investments.
Currencies
Currencies are an asset class that can be held within a self-directed IRA account, and investors can buy and sell currencies on the Forex market to make money or participate in currency exchange programs. Their value is determined by market demand and supply;
Cryptocurrency investors employ an investment technique known as arbitrage to locate underpriced currencies at discounted prices, and to buy and sell at optimal times so as to maximize profits.
Equity Trust Company is a premier custodian that specializes in alternative assets for tax-advantaged portfolios, having been in operation since 1974 and offering optimized investment experiences through cutting-edge technology and first-class service to individual investors, financial professionals and institutions alike. Their client list comprises individual investors as well as financial professionals and institutions alike.
Categorised in: Blog