Moving retirement money is a big decision, and you shouldn't have to figure it out alone. Book a free, no-obligation call with a CREB investor relations specialist. We'll show you how to add real estate bonds to your retirement, and handle the setup with Equity Trust right alongside you.
Moving retirement money is a big decision. Your specialist will walk you through it in plain language, at your pace, with no pressure to commit.
Whether to transfer an IRA, roll over a 401(k), or open a new account, and which type fits you: Traditional, Roth, SEP or SIMPLE.
How you earn up to 8.5% APY, and how the bonds are backed by real estate and U.S. Treasuries.
Exactly what happens after the call, from opening your IRA with Equity Trust to making your first investment.
Your call is with a CREB investor relations specialist who works with IRA investors every day. No scripts, no hard sell. Just clear answers to your questions, big or small.
A rough idea of the retirement accounts you have today (IRA, 401(k) or none). Account statements help, but they aren't required.
Yes. The consultation is free, and there's no obligation to invest.
Most IRAs hold only stocks, ETFs and mutual funds, so every market swing hits your retirement. CREB adds fixed-income bonds backed by real estate and U.S. Treasuries.
Earn a steady, fixed rate instead of guessing where the market goes next.
Get exposure to residential and commercial real estate without buying, managing or selling property.
Inside a Traditional IRA your returns grow tax-deferred; inside a Roth IRA, qualified withdrawals are tax-free.
You'll never be left wondering what comes next. Here's the whole journey in three steps.
Pick a time that suits you. Your investor relations specialist will answer your questions and recommend the right setup.
Our team and Equity Trust's concierge service guide you through opening your self-directed IRA and moving your funds, step by step.
Once your funds arrive, put them into CREB bonds and start earning up to 8.5% APY.
CREB partners with Equity Trust, one of the largest and most experienced self-directed IRA custodians in the U.S. They hold your account and handle custody, IRS reporting and compliance.
Yes. The consultation is free, and there's no obligation to invest.
A CREB investor relations specialist who works with IRA investors every day.
A rough idea of the retirement accounts you have today (IRA, 401(k) or none). Account statements help but aren't required.
CREB bonds earn up to 8.5% APY. Inside an IRA, that interest can compound tax-deferred (Traditional) or tax-free on qualified withdrawals (Roth).
Equity Trust, with 50+ years of experience and more than $52 billion in assets under custody and administration.
You can transfer a Traditional, Roth, SEP or SIMPLE IRA, roll over a 401(k) or other employer plan, or make a new contribution within IRS annual limits.
Book a free call with a CREB investor relations specialist and leave with a clear plan for your IRA.
Prefer to start on your own? Open your IRA online.Disclosure. Investing involves risk, including possible loss of principal. APY is not guaranteed and past performance does not predict future results. CREB bonds are not FDIC insured. Equity Trust Company is a passive custodian and does not sell, endorse or give advice on any investment. CREB specialists do not provide tax or legal advice; consult a tax professional about your situation.
