Take a look at our video to see what The Ultimate Self-Directed IRA Starter Pack course is all about before you purchase.

The Ultimate Self-Directed IRA Starter Pack

  • With a self-directed IRA, you have nearly unlimited options for investing for retirement, with the added benefit of reducing or eliminating your tax burden. But where do you start?

    This track has what you need to confidently make that first investment.

The Ultimate Self-Directed IRA Starter Pack

    1. Course Introduction - how to get the most out of the material

    1. 2023-2024 Contribution Limits Video Education + Account Funding Methods (all 7 account types)

    2. 2023-2024 Contribution Limits

    1. Universal IRA - How-to Invest in real estate and other private assets, including passive investing through WealthBridge system

    2. Diversify Beyond the Stock Market - Case Studies and Examples Included

    3. 3 Types of Real Estate Transactions Explored

    1. Self-Directed Real Estate IRA Crash Course - 4 methods to finance real estate investments (30min.)

    1. Demo of WealthBridge Platform

    1. Crypto Trading with a SDIRA Demo

About this course

  • $199.00
  • 12 lessons
  • 6 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:

  • Types of accounts that can be self-directed and how to decide which one’s right for you

  • How to find an investment strategy and opportunity

  • Three popular real estate investing strategies for self-directed IRAs

  • Case studies with details of real investors employing these strategies in their IRAs

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 wait any longer to take action: Unleash the power of self-directed investing now!

GET STARTED NOW

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.

  • All Account Guide Overview

    Comprehensive infographic showing how various self-directed accounts work, including contribution and tax-deduction limits.

  • Account Contribution Limits Guide

    Helpful summaries of each account available at Equity Trust, including specifics on annual contribution limits.

  • Coverdell Education Savings Account (CESA) Guide

    Learn how the Coverdell Education Savings Account works and how it can help you get a jump-start on your child's financial future.