All of our Quest Trust offices (Houston, Dallas and Austin) are still working to ensure safety by having semi-open offices available, accessible to clients and non-clients, and all of our online systems in place. Although we are currently running with some staff in office and some staff at home, we remain open for scheduled appointments and document drop off/pick-up. Our employees are ready to continue providing you the highest level of customer service and we thank you for being patient with us during this transition time. Click here for more information and important updates.
Fees. It is never a fun subject to discuss, but they are something you’ll run into any time you choose to self-direct your IRA into privately held assets. Whether fees range on the higher end or the low end, knowing what to expect from the fee option you choose and understanding all your choices is important. This way,... [ Read More ]
After years of diminishing returns on the stock market, more and more financially savvy people are looking towards alternative investments. But what are alternative investments? Strictly speaking, these are any investment assets which fall outside of the scope of "traditional" investments such as stocks and bonds. They benefit from being less restricted, allowing investors to choose what, when,... [ Read More ]
If you've ever wanted to start a retirement account that gives you flexibility and greater oversight, a self-directed individual retirement account (IRA) is the way to go. A self-directed IRA not only allows you to choose your investments, but it gives you the ability to invest in a wider range of assets, such as real estate. However, to... [ Read More ]
A Self-Directed IRA is a powerful tool that can help you build your personal wealth, however it does come with responsibilities on the account holder’s part, as well. Around the end of every year comes the time self-directed IRA owners have to look into their accounts and gather information regarding the value of investments - Fair Market Values,... [ Read More ]
Retirement. Maybe it's a long way off, or maybe you're starting to see the light at the end of the tunnel. Regardless, it's never too late to start thinking about how you'll finance your golden years. And a Roth IRA is a great retirement account that offers some unique advantages over its competition. Let's start with the basics... [ Read More ]
Have you talked to your friends lately about their retirement plans? Many people today have started investing and saving for retirement by utilizing IRAs. We all need to know how this works. Don't be left out when it comes to understanding different accounts, funds, and prospects. You may be interested in a Simplified Employee Pension or a SEP... [ Read More ]
Since the creation of the Solo 401(k) in 2002, self-employed individuals and small business owners have been able to utilize these accounts to grow their retirement wealth exponentially. The Solo 401(k) is one of the most powerful IRA accounts to self-direct and has many financial benefits. These advantages include exemptions from certain Unrelated Business Income Tax (UBIT) and... [ Read More ]
Saving for retirement is something many people put off until later, but that's a mistake. About one-quarter of American adults don't have a pension or any retirement savings. It's important to not only save but to put your money to work in appropriate investment vehicles. Are you a business owner without employees? A solo 401K is a good... [ Read More ]
Are private entities the same as private companies? How do private entities gain funding? If you're curious about what exactly a private entity is and what makes them different from public companies, then this article is for you. You may already know that private entities are privately owned businesses, but there's a lot more to them than that.... [ Read More ]
As Americans have become more interested and involved in their retirement options, Self-Directed IRAs and the opportunity to invest in non-traditional assets have been gaining popularity. One of the more common alternative investment opportunities inside of a Self-Directed IRA are Real Estate assets. Many people are looking to diversify their retirement portfolios with tangible assets like Real Estate,... [ Read More ]