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Take a look at our brief demo video to see what the Wealth Accelerator for Small-Balance IRAs course is all about before you purchase.

Wealth Accelerator for Small-Balance IRAs

  • You’ve done your research on self-directed investing and can’t wait to get started. There’s just one roadblock: you don’t have the money in your account to fund that first investment.

    You don’t have to let a lack of funding get in the way of jump-starting your financial future. Discover the strategies other investors have used to make investments happen, even with low-balance IRAs.

Wealth Accelerator for Small-Balance IRAs

    1. Introduction Course - Case study reviews of sample documents contained further into the course

    1. Diversifying Beyond the Stock Market - Real investor case studies (rentals, flips, partnerships)

    2. Buying Real Estate using the IRA as a Down Payment (non-recourse loans)

    3. Secrets to Promissory Note Investing in Your Retirement Account

    1. Take 5: Joint Ventures with a Self-Directed IRA/401(k)

    2. Wholesale and Real Estate Options

    3. Take 5: Partnering with Disqualified Persons

    1. Client Experience: Chuck and Gina Grow Small Self-Directed Roth IRAs

    2. Wrap Lending with Client Bob D.

    1. Equity Trust Client Case Studies

    1. Master Self-Directed Real Estate Transaction Handbook

    2. Land Equity Participation Agreement

    3. Equity Participation Loan Sample 1

    4. Equity Participation Loan Sample 2

    5. Private Loan with Exit Fee Sample Document

About this course

  • $149.00
  • 15 lessons
  • 3.5 hours of video content
  • Step-by-Step Processes

    Demonstrations, tutorials, and case studies walk investors through the self- directed process from start to finish... plus everything in between.

  • Multi-Level Modules

    From beginner to advanced level self- directed investors, deepen your knowledge no matter where you are in your journey.

  • Industry-Leading Educator

    Equity Trust is recognized as a leading self-directed IRA educator. We’ve optimized our learning resources after interacting with tens, if not hundreds of thousands of investors.

What's Included?

Unlock no-fluff, essential resources including video modules from the Virtual Classroom, straightforward guides, and other valuable downloads. Topics include:

  • Partnering multiple funding sources to make an investment (hint: you’re not limited to partnering IRAs)

  • Creative strategies such as joint ventures and wholesaling with self-directed accounts

  • Using debt (or leverage) to purchase IRA property

Don’t take our word for it, take theirs.

“Excellent information by presenter in easy understandable way.”

Maurice S.

“Very informative... especially for a beginner. I appreciated the detailed case studies to further understand the process of property investing through various methods. Thank you”

Lori M.

“I have been an Equity Trust client for many years and it’s great to keep learning about new tools and various strategies to put deals together to build up my IRA funds. Thanks.”

Hannah H.

“Wonderful educational program to learn and a very good information to growth wealth.”

Pramoth A.

Don’t let another potential opportunity slip by: Learn how to fund investments you thought were out of reach!

Meet Your Instructor

John Bowens

Director, Head of Education and Investor Success

John Bowens is one of the most sought-after and respected educators in the self-directed IRA industry, partly due to his unique ability to take a complex issue and break it down into simple-to-understand terms. As Equity Trust's Director, Head of Education and Investor Success, John draws from his over 15 years in the real estate industry and his experience as an active real estate investor. In his travels across the U.S. and virtually, he has trained 60,000+ investors during more than 300 workshops and classes, spreading the message about the power of building tax-free wealth and leaving a lasting legacy by investing in what you know best.

Bonus Material

Access to supplemental materials to help guide you through processes and the course.

  • Equity Trust Client Case Studies

    Discover the details of how Equity Trust clients use their self-directed IRAs to invest in a variety of alternative assets.