• Profits grow in a tax advantaged environment• You have the ability to diversify your retirement

by investing alternatively in real estate• You gain an additional source of capital

for investing

Why a Self-Directed IRA?

Equity Trust Company, a Self-Directed IRA Custodian, offers National REIA Members over $700 of Wealth Building Education & Tools for FREE!

As a National REIA Member when you open a new account with Equity Trust Company, you receive:Free Account for One Year - A Self-Directed IRA account free for one year with no annual maintenance fee*$205 is your minimum savings, actual savings could be greater depending upon account value. $50 set-up fee still applies.

$205 FREE!

Access to National REIA Gold Level Service Team with over 15 years of SDIRA Experience - Complimentary National REIA Gold Level Service Membership included in your first year; dedicated point of contact and priority processing

$249 FREE!

Jumpstart to Financial Freedom Home Study Course - Ten valuable educational downloads (video and audio) on topics ranging from self-directed IRA rules to real estate rehabbing $249 FREE!

Digital Download of #1 Ranked Self-Directed IRAs: Building Retirement Wealth Through Alternative Investments (book) - Showcases diversification strategies that will change the way you think about retirement investing and could change the course of your retirement forever

$1495 FREE!

Digital Download “Snapshot of Self-Directed Investing” Video - Jeff Desich (Vice Chairman, Equity Trust) shares his insights into growing your wealth using your self-directed IRA and other self-directed retirement accounts

$2995 FREE!

Wealth Building Education and Resources - 25% discount off any Equity University education products BONUS!

Learn more by calling 844-732-9404 or by visiting www.TrustETC.com/NationalREIA

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• Profits grow in a tax-advantaged environment• Over 330,000 accounts with over $30 billion in assets

under management and administration• Over 25,000 unique purchases totalling over $1.5 billion,

853,000 deposits and 434,000 account-related activities completed in the last 12 months

• Exclusive online community-myEQUITY, with 24/7 access and over 50,000 community members

• Advanced and ongoing wealth building education• No. 1 ranked book on Amazon in Retirement Planning &

Investing Basics

The Equity Trust Difference

Case Studies: Detroit Rehab & New Orleans PartneringGail from Detroit –

Real Estate Investment

Initial investment: Land Contract

$17,000

Additional Expense: Renovations

$15,000

Total from IRA $32,000Sale Price $70,000Taxes on Profit $0

Total Profit for IRA $38,000 (118%)

CASE STUDY 1Gail’s IRA Earns 118% Return Investing in Real EstateEquity Trust client Gail of Detroit is using her real estate knowledge to bolster her portfolio in one of the country’s hardest-hit real estate markets.

Even though Gail came to full-time investing later in life, she has done well from the start, and has compounded her success by using a self-directed IRA.

The first deal she did in her IRA involved a fixer-upper purchased on land contract for $17,000. Her IRA paid approximately $15,000 worth of improvements. The land contract allowed her to concentrate on organizing the rehab work without worrying about payments until the property sold.

A short time later she closed the sale for $70,000. She was able to more than double the value of her IRA, with just one deal.

Wayne and Alicia – Partnering on a Rehab as Passive Investors

House Cost $106,000Wayne’s IRA $79,500Alicia’s IRA $26,500House Sale $235,000Profit $129,000

Wayne & Alicia’s share (33% of profit)

$42,570

Wayne’s share: (75% of $42,570)

$31,927 profit to IRA – tax-free

Alicia’s share (25% of 42,570) $10,642 profit to IRA

CASE STUDY 2Short on Funds? IRAs Can be Combined for More Buying PowerWayne and Alicia Help Hurricane-Ravaged New Orleans and Receive 40-Percent Profit for IRAs

Wayne and Alicia of New Orleans partnered with a friend, Shawn, to repair some of the homes lost to Hurricane Katrina, and earned a more than 35-percent ROI in the process. What’s more: Wayne and Alicia utilized their Equity Trust Roth IRAs to accomplish all of this in a tax advantaged environment.

Neither of the couple’s individual retirement accounts had enough to complete the loan, so they partnered their Roth IRAs to provide Shawn the $106,000 he needed to complete the project. These funds were used to purchase and renovate a home in addition to paying the carrying costs associated with the property.

Case studies provided are for illustrative purposes only. Past performance is not indicative of future results. Investing involves risk including possible loss of principal.

For more case studies, visit www.TrustETC.com/NationalREIA

Equity Trust is a passive custodian and does not provide tax, legal or investment advice. Any information communicated by Equity Trust 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.

© 2017 Equity Trust®. All Rights Reserved.ET-0093-02-01