How It Works - Equity Trust Company Self Directed IRA
The correct title for most real estate IRA investments is: Equity Trust Company custodian FBO (for benefit of) YOUR NAME IRA; Request Funds to Purchase IRA Investment – Once we review and process your direction of investment form, we send funds from your IRA to purchase the investment per your instructions. For safekeeping, we retain all important records like deeds, notes, and operating ……
Self Directed IRA Investing at Equity Trust Company
Equity Trust is a passive non-bank custodian, which means we do not provide any tax, legal or investment advice. Equity Trust does not sell investments, determine suitability or provide due diligence on investments. Learn more about the role of a self-directed IRA custodian.…
Equity Trust Company Self Directed IRA Real Estate IRA
Equity Trust is a directed custodian and does not provide tax, legal or investment advice. Any information communicated by Equity Trust 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.…
WHEN TO USE THIS FORM INSTRUCTIONS ... - Equity Trust …
“EQUITY TRUST COMPANY, CUSTODIAN FBO (ACCOUNT HOLDER’S NAME) IRA, (PERCENTAGE OF OWNERSHIP) %, UNDIVIDED INTEREST” TITLING It is imperative that documents are properly titled. Equity Trust Company will not accept documents which are not properly titled. Please contact a Client Service Representative with any questions.…
Real Estate IRA at Equity Trust Company
Equity Trust Company is the leader in real estate IRA investing, allowing you to utilize your real estate knowledge and expertise to prepare for your future with an IRA.…
SEP Equity Trust Company
Equity Institutional services institutional clients of Equity Trust Company. Brokerage Services Available Through ETC Brokerage Services, Member SIPC, and FINRA. *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.…
What Is a FBO IRA? Sapling.com
FBO is used in self-directed, inherited, education and transfer IRA structures. The custodian will always be listed first, with the person who is entitled to the assets designated after FBO……