We’re about half way into a new year and it’s time to get serious about your financial outlook for 2021. Self-Directed accounts are changing the traditional ways of investing and helping people take more control by giving them more freedom. I’ve compiled a list of the top 5 things you need to know about Self-Directed IRAs that is... [ Read More ]
Aging is inevitable. As you continue to get older every day, it’s important to understand how to protect yourself and your assets from those looking to take advantage of older, more vulnerable investors. The term that has been given to this practice is Elder Fraud. Many people don’t realize how common it can be for scammers to target elders, and... [ Read More ]
It may seem self-explanatory when it comes to the ways to put money INTO your IRA, but what about taking it OUT? You might need to take money out of your account for various personal reasons that are not related to your investments, so it’s important to know how to take a distribution from your SDIRA. In this... [ Read More ]
Many people think that they don't have enough money to get started with self-directed retirement accounts. It’s a common misconception that keeps people from investing, even though taking the plunge sounds nice. Investors with small accounts can’t possibly see how an account with only $10k can purchase real estate. We have always believed that as long as you... [ Read More ]
Diversification. Almost every investor has heard the term, but how can you ensure your Self-Directed IRA is truly diversified? In the world of investing, there are constant changes and new opportunities, and finding new ways to diversify your portfolio can be difficult if you don’t know where to look. One asset, oil and mineral rights, have begun to... [ Read More ]
At Quest Trust Company our Would Famous Customer Service begins and ends with our clients. So when it comes to our fee structure we want to keep it simple and transparent. Also, every dollar you spend on a Quest Trust fee goes back into making sure your self-directed IRA experience with us is the best it can be.... [ Read More ]
Self-Directed IRAs are perfect vehicles for creating tax-advantaged buckets of wealth for the future, and they also let investors save for their retirement by investing into assets that they are familiar with and enjoy. Today, Shenoah Grove of the Texas Real Estate Investor Association joins me to share some strategies that have worked for her and her team... [ Read More ]
Thank you for joining me today. I have Quest’s Dallas Office Supervisor and transaction specialist Robyn Ruston here with me today. She’s an expert when it comes to almost anything involving real estate, notes, or private entity purchases. Today, we are going to be talking about how to streamline the process for lending and borrowing when a Self-Directed... [ Read More ]
During your time investing with a Self-Directed IRA, chances are there will come a time when your IRA will incur some sort of expense. When this does occur, you will want to know how to ensure those are handled… and handled correctly. First and foremost, you must understand that if your Self-Directed IRA is the one incurring the... [ Read More ]
One of the biggest benefits of real estate investing with a Self-directed IRA is the ability to have extreme flexibility no matter what type of lifestyle you have. Some people are full time investors, and love to spend all of their time searching for new rental properties or their next rehab project! But others simply don’t have enough... [ Read More ]