Self-Directed IRA FAQs for You and Your CPA or Financial Advisor


In this video, John Bowens, Equity Trust’s National Education Specialist, walks through the common questions we receive as a self-directed IRA custodian to help you as the investor, your CPA, or other financial professional understand the process.

Start a conversation with an IRA Counselor to learn more: https://www.trustetc.com/lp/consultation/?utm_source=youtube&utm_medium=social&utm_campaign=considertion_education&utm_term=cpa_faqs


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.

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