Investing retirement money in alternative assets allows investors to diversify their portfolio, take advantage of their knowledge of certain industries and investments, and offers a degree of control that investors seek ..read more

Investing in private equity through Individual Retirement Accounts (IRAs) has gained popularity among savvy investors seeking to diversify their portfolios. However, not all IRA custodians are created equal when it comes to accommodating private equity investments. Midland Trust, an Equity Trust company, was recognized as the Best IRA Custodian for Private Equity by Forbes, and there are a few key areas of focus that we believe are contributing factors to our success. Let’s explore why Midland Trust stands out as the best IRA custodian for private equity, highlighting our exceptional services ..read more

The IRS recently released adjusted contribution limits, standard deductions, and tax brackets for 2024 ..read more

Midland Trust is Now Part of Equity Trust Company Last month, we announced that Midland Trust was acquired by leading self-directed IRA custodian, Equity Trust Company. We will leverage both organizations' combined expertise and resources to offer clients and partners enhanced services and support.  What does this mean for you? Equity Trust and Midland Trust are committed to ensuring a smooth transition for both our referral partners and their clients by maintaining the high standards of service they have come to expect. Rest assured that your accounts and investments with Midland ..read more

Investing in private equity through Individual Retirement Accounts (IRAs) has gained popularity among savvy investors seeking to diversify their portfolios. However, not all IRA custodians are created equal when it comes to accommodating private equity investments. Midland Trust, an Equity Trust company, was recognized as the Best IRA Custodian for Private Equity by Forbes, and there are a few key areas of focus that we believe are contributing factors to our success. Let’s explore why Midland Trust stands out as the best IRA custodian for private equity, highlighting our exceptional services ..read more

WESTLAKE, OH, August 7, 2023 — Equity Trust Company, a leading custodian of self-directed IRAs, has successfully acquired Midland Trust, a highly respected self-directed IRA company based in Fort Myers, Fla. This strategic move further strengthens Equity Trust's position as a premier provider of self-directed IRA and alternative asset custody solutions ..read more

What happens when you find your perfect retirement home but you are not quite ready to retire? Many real estate investors with IRAs have come up with the following solution: Purchase the property as an investment in their retirement account and park it there until they are ready to move in ..read more

When it comes to planning for future educational expenses, there are several options available, and one often-overlooked gem is the Roth IRA. Typically associated with retirement savings, the Roth IRA offers unique benefits that make it a powerful tool for funding education expenses. In this blog, we will explore how a Roth IRA can be utilized to support educational goals and provide insight into the strategies and considerations when using this tax-advantaged account for education funding ..read more

A self-directed Roth IRA is a popular type of retirement savings account that offers significant tax advantages. One of the essential aspects to understand when considering a Roth IRA is the "five-year rule." This rule governs how withdrawals from your Roth IRA are taxed and plays an important role in maximizing your retirement savings strategy. Let’s explore the intricacies of the five-year rule, how it works, and any implications it may have on your retirement savings ..read more

When it comes to retirement planning, many individuals seek investment vehicles that offer flexibility, tax advantages, and the potential for long-term growth. One such option that has recently gained popularity is the self-directed Roth IRA. Investors that anticipate taxes to increase in the future often view Roth IRAs as a valuable option to optimize their financial planning. Let's delve into the benefits of a self-directed Roth IRA, highlighting its unique features and how it can potentially enhance your financial future ..read more