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.
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 ]
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 ]