The Quest IRA Blog

How to Streamline Private Loans in your SDIRA with Quest Supervisor Robyn Ruston

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 ]

How to Pay for Investment Expenses in Your SDIRA

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 ]

Active vs Passive: What Type of Self-Directed IRA Investor Are You?

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 ]

How To Use the New QTC Investment Hub in Your Client Portal

Modern investing requires modern resources! Being able to conduct your business and manage your self-directed retirement accounts virtually is almost a necessity. Quest is always striving to add value to your customer experience by providing the latest and most innovative resources to you through the Client Portal.  Our newest feature is our QTC Investment Hub, a 100% online... [ Read More ]

Tax Talk: UBIT, Solo 401(ks) and More! – Guest Article with Adam Barr

When investing with Self-Directed IRAs (SDIRAs), understanding your responsibilities is one of the first things you need to make sure you know. In this guest article, CPA Adam Barr shares insight on helpful tax considerations and other helpful knowledge about tax-advantaged accounts. From unrelated business income tax (UBIT) to different special accounts, Adam shares what he’s learned during... [ Read More ]

Pros and Cons of Checkbook Control IRAs: Guest Interview with Attorney Jeff Watson

As Self-Directed IRAs gain popularity in the investing world thanks to their many benefits, one type of account in the industry has taken the spotlight: the “checkbook control” IRA. Many people have heard of the benefits of this account, but have only scratched the surface. For this article, attorney Jeff Watson of joins me to share some... [ Read More ]

Understanding How to Buy and Sell Real Estate in a Self-Directed IRA

Times are changing. The way many Americans have been taught to invest just doesn’t work anymore. With the unpredictability of traditional investing, more people have been turning to tangible assets like real estate.  Real estate investing allows people to diversify their retirement portfolios without having to deal with the uncertainty of the stock market. Being able to diversify... [ Read More ]

Updated Tax Filing Deadline Could Mean Even More Time For You to Contribute!

Recently, the IRS announced tax relief for Americans by extending the Tax Filing Deadline. The Treasury Department and Internal Revenue Service announced that the federal income tax filing due date for individuals for the 2020 tax year will be automatically extended from April 15, 2021 to May 17, 2021.   An additional extension is also available for those affected... [ Read More ]

New Year, New Roth IRA – Starting your Roth IRA in 2021

It’s never too late to start thinking about retirement. For some, retirement might be right around the corner and for others, it could be a long way off. Either way, the same principle applies to both situations. The sooner you begin thinking about your future financial goals, the faster you can start working to achieve them.  IRAs have... [ Read More ]