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.
Alternatives investments are a great way to not onl diversify, but to also get a twist on a familiar investment. Some alternative investments are brand new, and others are simply weird. The best part about using a self-directed IRA to invest in alternative assets is you don’t have to be the smartest or the richest person to invest... [ Read More ]
How many times have you heard the horror stories of someone jumping into something before doing the proper research or planning? Way too often this happens in the world of investing. The stock market will have a winning day, social media will buzz, and the next thing you know everyone wants to start investing with their IRA. So... [ Read More ]
The beginning of the year is a special time of the year for self-directed IRA owners. FMV season. Each year, they begin gathering information regarding the value of their investments, which are called Fair Markets Values, or “FMVs”. Submitting Fair Market Values to show the worth of the assets they hold in their IRA accounts is one rule... [ Read More ]
Creating the biggest bucket of wealth for retirement with your self-directed IRA doesn’t just come from doing good investments. It also comes from understanding how your IRA works so you can utilize it to the best of its abilities. Learning about the freedom IRAs have is important, but knowing about their certain rules, as well, is equally as... [ Read More ]
It’s no secret that people choose self-directed IRAs because of the many benefits they offer, like reducing taxes and providing options for alternative investments. They are also very powerful accounts for real estate investors, as they allow the possibility for utilizing creative investment strategies. What is Partnering? One of the great features of self-directed IRAs is that they... [ Read More ]
Self-Directed IRAs (SDIRAs) are some of the best vehicles when it comes to receiving tax benefits when we use them to invest. Common ways to fund an IRA are by using methods such as rollovers from previous employers or transfers from other IRA accounts, but personal contributions may also be another way to help these accounts grow. Although... [ Read More ]
Opening a brokerage account and beginning to invest in assets can help individuals grow their wealth and save for retirement. According to information from the PEW Research Center, over 50 percent of U.S households are currently invested in the stock market. Brokerage accounts give individuals the ability to buy and sell securities on the financial markets. Investors will... [ Read More ]
When choosing to open your self-directed IRA, there will be many things to consider before selecting the best custodian. Alongside service and experience, one of the main considerations will most likely be the fees. Some custodians boast minimal fees, and although that may seem enticing at first, this usually comes with a less positive overall experience. Our mission... [ Read More ]
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 ]