The Quest IRA Blog

Roth Conversions — Who, Why, and How?

When setting up a retirement account, there are many decisions you need to make. Do you want to set up a tax-deferred Traditional IRA or a Roth IRA with tax-free withdrawals or both? Do you want to set up your retirement plan with a traditional custodian and invest in mutual funds or other publicly held assets, or with... [ Read More ]

Women Investing in Real Estate – 5 Tips to Get Started

Even though more women are investing than ever before, you may be surprised to learn only 32% of real estate investors are women according to Zippia. Since real estate has always been associated with building wealth, why aren’t there more women investing in real estate? Whether it’s just a lack of confidence or not knowing where to start,... [ Read More ]

IRS Announces Contribution Limits for 2024

As the year draws to a close and Americans eagerly wait for the holiday season to begin, those of us in the retirement industry wait with great anticipation for the IRS announcement of the upcoming year’s contribution limits. That time has arrived, and Quest is here to summarize the changes. Most plans received a cost-of-living increase for contributions... [ Read More ]

Diversify Your Rental Strategy: Comparing Short, Mid, and Long-term Rentals

Rental property investing is a popular strategy for generating income and building wealth over time. However, not all rental properties are the same, and different strategies may suit different investors depending on their goals, preferences and risk tolerance. There are three main types of rental property investing: short-term, mid-term and long-term. Understanding how each work and becoming familiar... [ Read More ]

Choosing the Right Operator for Your Real Estate Syndication

Real estate syndication offers a fantastic opportunity to invest in properties beyond what you could do on your own. However, it's not without its share of challenges. One of the most critical decisions you'll make in this type of investment is selecting the right operator. In this blog post, we're going to delve deep into the art of choosing... [ Read More ]

The Value of Gold Family

Fees. It is never a fun subject to discuss, but it’s something you’ll run into with any investment. When you choose to self-direct your IRA into privately held assets, fees can range from the high to low end depending on the custodian. Understanding all your choices is important, so you can make the best decisions for your investment... [ Read More ]

Mary L. Mohr Speaking at Quest Con Live

Quest Trust Company is excited to announce Mary L. Mohr, who was instrumental in the creation of the Roth IRA, as keynote speaker at Quest Con Live: Women in Alternative Investing on Nov. 17, 2023. Quest Con Live (QCL) is an annual, online conference for alternative investing, and this year for the first time in its history, QCL... [ Read More ]

Navigating Choppy Waters – 7 Principles to Invest By

It is impossible to escape the headlines. Inflation is at a 40-year high. A recession is coming. A recession is here. What will America look like in the next year or two? However, economic recessions are not new for the United States. Since World War II, the US has been through 12 recessions with an average economic contraction... [ Read More ]

Does a Qualified Charitable Distribution Make Sense for You?

Did you know you can support your favorite charity and satisfy your required minimum distribution (RMD) for the year? A qualified charitable distribution (QCD) allows individuals who are age 70½ or older to make charitable donations directly from their individual retirement accounts (IRAs). The funds will never pass through the hands of the account holder, offering a seamless... [ Read More ]