Course curriculum

    1. Introduction to Precious Metals IRA Course - How to best navigate the material

    2. Precious Metals Dealer IRA Education 45min. Crash Course - Account Types, Funding, Best Practices and Tips

    1. What Is a Precious Metals IRA?

    2. 3 Step Process to Invest in Precious Metals with an IRA

    3. How Do I Invest in Precious Metals with an IRA

    4. 3 Myths About Precious Metals Investing w/ a Self-Directed IRA

    5. Valuing Metals In Your Equity Trust Account: Market Value vs. Spot Price

    6. Precious Metals Onboarding Video - Premium Onboarding and Explanation of Segregated vs. Non-Segregated Storage

    7. Precious Metals: Purchase and myEQUITY Login

    8. Understanding Equity Trust Account Statement for Precious Metals Clients

    9. Depository Information and Options

    1. What is a Self-Directed IRA

    2. What is the Difference Between a Traditional IRA and Roth IRA

    3. Required Minimum Distributions for Self-Directed IRAs: Explained

    4. Beneficiary IRAs: What to Know

    1. 4 Ways to Fund a Self-Directed Account: Difference between Rollover and Transfer

    2. How Do I Move Money From an Existing Retirement Plan to a Self-Directed IRA

    3. How Many IRA Rollovers Can I do in a Year?

    1. 2023-2024 Account Types and Contribution Limits and Funding Accounts Session (56min. deeper dive)

    2. How-to Make a Backdoor Contribution

    3. Legacy and Estate Planning for Your IRA

    4. What is the Roth IRA 5-Year Seasoning Rule?

    5. What You Can't Invest in With an IRA

    1. Website URL with Facts and Data Points Relevant to Helping Prospective Clients Feel Confident with Equity Trust

    2. Precious Metals Client Resource Page

    3. 50 Years of Inspiration: The Equity Trust Company Story

About this course

  • Free
  • 26 lessons
  • 5 hours of video content

Discover your potential, starting today