Building wealth and saving enough for retirement can be frustrating when you don’t have control over your money. Most people think they can only invest in publicly traded investments like stocks, bonds, mutual funds, and CDs… but that isn’t true at all. With self-directed IRAs, you can diversify your investment portfolio into private assets like real estate, notes,... [ Read More ]
Now that your account is open, you can take the next step – funding your account! There are three major ways to fund your IRA, which include making contributions, initiating a transfer, or doing a rollover. You might also be interested in doing a conversion once your accounts are open. Learn more about Roth Conversions on our website..... [ Read More ]
A big shift in the investing world is coming. As younger generations begin inheriting family wealth, more and more millennials – and even members of Gen Z – are understanding the importance of growing their money and saving for their financial future. The millennials and Gen Z of today hold more economic power than any generation that came... [ Read More ]
As the world moves deeper and deeper into the digital realm, Quest is making sure your Self-Directed IRA (SDIRA) is able to keep up with today’s technology and investing trends. One of the most sought after and discussed investments in the world right now is cryptocurrency, an asset you can now hold in your Quest SDIRA. As lucrative... [ Read More ]
2021 may be long gone by now, but taxpayers still have the chance to save on their 2021 income taxes by contributing to a traditional IRA before the Tax Filing Deadline. Opening a Self-Directed IRA (SDIRA) and contributing could help you lower your taxes. This simple strategy is one of a few ways you can still pay taxes... [ Read More ]
Many people often dream of breaking out of the traditional 9-5 world and becoming an entrepreneur. The thought of being your own boss and working on your own terms is enticing but trying to figure out how to do it can be overwhelming. Not only do you have to have an idea, a business plan, and a goal,... [ Read More ]
When investing with a self-directed IRA, you have the possibility to diversify your financial portfolio beyond traditional, publicly traded assets with investments like real estate or notes. One option available to self-directed account holders that has been growing in popularity is the ability to do seller-financing. In today’s article, we will explore what seller-financing is and how self-directed... [ Read More ]
Every dollar counts when you're talking about your future, and it’s important you know all the ways you can maximize your Self-Directed IRA. But ensuring you’re maximizing your IRA through yearly contribution starts with understanding all the deadlines. Different accounts have different rules and being familiar with these upcoming important dates will help make sure you meet all... [ Read More ]
Real estate investors across the nation are adding Self-Directed IRAs to their wealth building strategies, not only for the future but for today, too. Learn the secrets, new ideas, and more at this year’s Quest Expo on how to create tax free wealth. Here are a few reasons why the Expo and self-direction are changing the game: Portfolio... [ Read More ]
Quest Trust Company is proud to announce the 3rd annual Quest Expo is returning this year to Houston on September 23-25! The biggest Self-Directed IRA conference is back and bigger than ever. The financial event you know and love will take place in Houston in September, so be sure to get your ticket early and secure your spot... [ Read More ]
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