The Quest IRA Blog

URGENT SDIRA News that Could Affect YOU!

A New Proposed Tax Bill Could Mean Big Changes for YOUR SDIRA and Private Investments Recently, a new proposed tax bill that could have significant effects on Self-Directed IRA accounts has been circulating in the news. If you haven’t heard, this new tax legislation proposes several big restrictions on Self-Directed IRAs (SDIRAs) and private investing freedoms. With the... [ Read More ]

How to Invest in Real Estate with Non-Recourse Loans

When using your Self-Directed IRA, there might come a time when you need to get additional funds for a deal.  Sometimes, other strategies like partnering, may not work for your situation. So, what happens if your Self-Directed IRA needs to get financing? In this guest interview article, I’ve interviewed one of Quest’s Real Estate Specialists, and we will... [ Read More ]

How to Locate Forms and Submit Secure Information in the Client Portal

Uploading documents and finding Quest forms is safe and simple with the Secure Document Upload feature located in your Client Portal. Do you need to submit a Transfer Form or update funding paperwork? With the Secure Document Upload system, you have the ability to view forms and then upload and submit any document you may need for your... [ Read More ]

How to Update your Personal Information in our Client Portal

When you need to update your personal information and account security, you have the ability to do so in your Client Portal. Making changes to old passwords, contact information, account beneficiaries, and more is possible - and you don’t have to fill out any forms to do it, either! Account Management To access the Account Management section in... [ Read More ]

How to Hold AirBnbs in your Self-Directed IRA the RIGHT Way!

Have you ever imagined sleeping in a railroad container or a renovated school bus? These are just some of the quirky, unique stays that you can find on AirBnb! Offering more than 5 million listings, each with their own flare, AirBnb and other short-term rentals are growing into one of the most well-known (and well-producing) investments on the... [ Read More ]

How to Effectively Plan for the Future – Probate Discussion with Attorney Emily Bohls

How soon is too soon to start planning for the future? Never! When it comes to making future plans and arrangements, most people seem to forget about potential probate scenarios that may arise. Although, your retirement account might have the potential to bypass probate, it’s important to understand how this process could affect your self-directed retirement plan. Attorney,... [ Read More ]

How to Submit a Real Estate Investment with the QTC Investment Hub

Change the way you submit an investment with the new, online QTC Investment Hub in the Client Portal! You now have the ability to submit new real estate investments and much more in the portal – and you can talk to a live representative at the same time. This means your investments are taken care of faster than... [ Read More ]

Due Diligence

Due diligence is a step by step process to help protect your IRA from investment fraud and to determine if it is the right investment for your IRA. Investment is the application of money in order to gain profitable returns, as interest, income or appreciation in value. All investments have risk and there is a constant battle between... [ Read More ]

How to Make a Contribution to Your Account

One of the easiest ways to help your account grow is by making yearly contributions. Putting in a set, allowable amount every year can propel your account forward without the funds ever touching an investment. Of course, doing investments in the account will help you make the most of your self-directed IRA and the compound interest from investments,... [ Read More ]

How to Navigate the New Client Portal

It’s always been part of our human nature to push boundaries in order to achieve the next, great accomplishment. First, it was successfully getting an airplane off the ground. Then, we sent a man to the moon! Now it’s our turn for advancement. For Quest, our way of taking things to the next level is the Client Portal. ... [ Read More ]