Equity Trust Company

Taxes can play just as important a role over time, yet they are often overlooked. When you include alternative assets, there’s another layer to consider. How are taxes affecting your returns? – link in comments #investing #alternativeassets #equitytrust

With a Solo 401(k), eligible business owners may be able to contribute up to $83,250 when including a super catch-up contribution. Explore how a Solo 401(k) works – link in comments #solo401k #retirementplanning #equitytrust

John Bowens is heading to Dallas for Equity Trust’s Beyond Wall Street: Alternative Wealth Workshop. Join us April 17-18 to connect with investors and explore how a self-directed IRA can expand your approach. Save your seat – link in comments #wealthworkshop #equitytrust

Global access to financial accounts that can support long-term goals like retirement has grown fast. Self-direction is an opportunity to offer more control over your financial future. Learn more about how to get started – link in comments #investing #equitytrust

Learn more about the One Big Beautiful Bill: eqtytrst.co/one-big-beauti… #obbb #taxseason #equitytrust

Did you know that some changes in the One Big Beautiful Bill passed by Congress go into effect for the 2025 tax year? Don’t miss out on how these updates might affect you.

Learn more about UBIT on our website! eqtytrst.co/ubit-rules-reg… (6/6)

Scenario 4 Your IRA generated more than $1,000 in gross unrelated business income. (5/6)

UBIT can be intimidating, especially if you aren’t sure when it applies. Here’s a few common scenarios that might trigger the tax, so you know when to be prepared. A thread. #realestateinvesting #selfdirectedira #equitytrust (1/6)

(8/8)This is one way a 1031 exchange can help real estate investors preserve equity and build wealth over time. Want to see how it works? Learn more at getequity1031.com #1031exchange #realestateinvesting #equity1031 #equitytrust

(7/8) The result was no capital gains tax, more properties, and more income. All within a single transaction.

(1/8) This real estate investor sold one rental and used a 1031 exchange to roll the proceeds into two new properties. No taxes owed. Just new reinvestment.