Building wealth and saving enough for retirement can get overwhelming, but it doesn’t have to be. Most people think that they can only invest in publicly traded investments like stock, 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, land,... [ Read More ]
Making contributions to your IRA is one of the most definite ways to ensure your account is growing each year, but with almost all self-directed accounts having different contribution limits, it can be hard to keep up with how much you are putting into your accounts. What happens if you accidentally put too much money into your IRA... [ Read More ]
H. Quincy Long, Quest Trust Company Founder and CEO, will be honored tomorrow at NoteSchool’s Note Expo convention for his outstanding and notable contributions to the industry. Note Expo 2021, an educational event taking place tomorrow November 5th-6th, will award our very own Quincy Long with the Lifetime Achievement Award! Quincy has a decorated background in the industry.... [ Read More ]
New custodian requirements are causing headaches for some retirement investors and are causing them to look elsewhere. Investors that have their retirement accounts at some of the common publicly traded custodians are being told that they can no longer hold private investments under certain thresholds. The biggest challenge is that these custodians are no longer holding private investment... [ Read More ]
Self-Directed IRAs are often looked at as vehicles to help you save for the future, but some people have learned how to benefit from those accounts earlier than retirement age. Certain accounts have specific rules that can provide unique perks and benefits to those who know how to properly use them. The Health Savings Account is one of... [ Read More ]
Your financial security is our priority and the relationship you have with Quest Trust Company is very important to us. That’s why we want to make you aware that the United States House of Representatives has proposed changes to the laws governing individual retirement accounts (IRAs) as part of its $3.5 trillion reconciliation package. These changes, if enacted... [ Read More ]
We’re excited to announce that Quincy Long, CEO and Founder of Quest Trust Company, has won the Think Realty Honors Industry Impact Award! Each year, Think Realty awards deserving individuals in the real estate industry. From highlighting successful multifamily investors to awarding pioneers in the field, receiving a Think Realty Honors award in any category is a highly... [ Read More ]
Leaves are changing, it’s getting cooler, and the fall season is on the horizon. As we say goodbye to summer and hello to the final months of 2021, many investors have already started planning how much they will be able to contribute for 2022. With solid projections being released for 2022, it’s safe to expect that we can... [ Read More ]
A New Proposed Tax Bill Could Mean Big Changes for YOUR SDIRA and Private Investments Recently, a new proposed tax bill that could have significant effects on Self-Directed IRA accounts has been circulating in the news. If you haven’t heard, this new tax legislation proposes several big restrictions on Self-Directed IRAs (SDIRAs) and private investing freedoms. With the... [ Read More ]
When using your Self-Directed IRA, there might come a time when you need to get additional funds for a deal. Sometimes, other strategies like partnering, may not work for your situation. So, what happens if your Self-Directed IRA needs to get financing? In this guest interview article, I’ve interviewed one of Quest’s Real Estate Specialists, and we will... [ Read More ]