With many provisions in the new proposed tax bill adding limits to Roth IRAs and Roth Conversions, the window of time available to open a Roth IRA could be limited. There has never been a better time than now to start your Roth IRA or do a Roth Conversion before the end of the year. From […]
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Important news regarding the proposed bill has been released. Yesterday, the House Rules Committee released a new version of the reconciliation bill, which re-adds numerous retirement provisions – ones that were temporarily removed last week. Some of these return with modifications. The two provisions of most concern to self-directed IRA holders (sections 138312 and 13814) […]
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We expect this transition to be smooth and easy, requiring almost no changes on the client end! There are no new systems to learn nor any account changes to make. The only update to be aware of is the new Incoming Funds Instructions. The old instructions for Bancorp South will no longer be applicable or […]
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Since opening our doors in 2003, we have made it our mission to provide the highest quality of customer service to our clients. At Quest Trust Company, you -the client -come first and we welcome the opportunity to continue to improve your overall experience. We are constantly looking for new ways to make your client […]
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With this new feature, you can now submit investments directly through the client portal and track your investments in real time!
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Start raking in the rewards for the services you love. Refer a friend to Quest and receive a credit towards your account!
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Tapping into TRILLIONS of dollars’ worth of investment capital for your real estate deals is easier than you think. All it takes is the right conversation, and you could potentially unlock unlimited capital for your deals. If you’re looking for ways to increase your net worth by improving your network, this social is for you!
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Our weekly Quest webinars give you access to unlimited free education! Get the knowledge to help grow your retirement at one of our weekly classes on Tuesdays and Saturdays at 12PM CT! And don’t miss our Virtual Networking Happy Hours every 1st & 3rd Wednesday of the month – you network is your networth!
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