The Quest IRA Blog

The Latest 2023 SECURE Act Updates You Need to Know

While most of us spent the Christmas holiday eating fruit cake, opening presents, and spending time with the ones we love, Congress was busy making decisions that would affect SDIRA retirement account holders. If you haven’t heard yet, Congress has passed a massive piece of retirement legislation that will have a significant impact on IRAs and the entire... [ Read More ]

How Self-Direction is Changing Real Estate Syndication: The Syndication Shift

It’s no secret that real estate is a hot market, but there’s been a shift in the way people invest into that market. There is no doubt a change has occurred. It has always been common practice for the average property investor to invest their money into single-family homes by doing deals like fix-and-flips, rentals, or contracts such... [ Read More ]

Quest Trust Company Celebrates 20 Years

When we opened our doors in 2003, we  never expected to grow into the company we are today. Here we are twenty years later, and we’re proud to celebrate our 20th anniversary in 2023! Since we started and continue to grow, our name has changed over the years, but the same great service our clients have come to... [ Read More ]

What is a 1099-R?

With the start of the new year, we’re getting all of our ducks in a row! At the beginning of the year, IRA custodians like Quest are busy gathering information so we can provide you with valuable tax reporting forms. We want to ensure you know what this form is and what you may be responsible for! Below... [ Read More ]

The Market Forecast for Continual Growth the Next Two Decades

Guest article by Isabelle Guarino Smith American investors find themselves in a unique place right now, amid a looming recession, a once in a generation inflation levels, and relatively low confidence in market conditions. Add to that, the promising future and subsequent collapsing financial confidence in crypto, NFTs, and similar lucrative ventures, and you have investors putting the... [ Read More ]

SDIRA End of Year Checklist

As the weather gets cooler and we inch closer to the holidays, many people are preparing for the end of the year to get a head start on 2023. For IRA holders, a lot happens at the end of every year, and it’s important to stay on top of all requirements and deadlines that might pertain to your... [ Read More ]

Quest Wins’s “Best SDIRA Custodian of 2022”

Quest Trust Company has done it again! The world-famous financial customer service and investment systems at Quest have helped us proudly take the title for Best Self-Directed IRA Company of 2022, for the third year in a row from! We know there are a lot of amazing companies involved in the note business, and there are just... [ Read More ]

Top 10 Due Diligence Tips from Spartan Investment Group

Taking well-calculated financial risks is a key part of any business or investment strategy. But for investors, failing to recognize potential liabilities until after a transaction is closed can have disastrous ramifications. At Spartan Investment Group, we believe that due diligence is the most important part of a deal. For many investments, it's the point that determines whether... [ Read More ]

Are Health Savings Accounts Changing Health Care?

The United States currently spends more money on health care than almost any other country in the world. On average, Americans spend about 4.1 trillion dollars a year, which breaks down to over $13,000 per citizen, per year. One of the biggest issues surrounding health care is awareness. According to one survey conducted by Empower Retirement, 34% of... [ Read More ]

Navigating Choppy Waters – 7 Investing Principles

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, recessions are not new for the United States. Since World War II, the US has been through 12 recessions with an average economic contraction of... [ Read More ]