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.
Since the creation of the Solo 401(k) in 2002, self-employed individuals and small business owners have been able to utilize these accounts to grow their retirement wealth exponentially. The Solo 401(k) is one of the most powerful IRA accounts to self-direct and has many financial benefits. These advantages include exemptions from certain Unrelated Business Income Tax (UBIT) and... [ Read More ]
Saving for retirement is something many people put off until later, but that's a mistake. About one-quarter of American adults don't have a pension or any retirement savings. It's important to not only save but to put your money to work in appropriate investment vehicles. Are you a business owner without employees? A solo 401K is a good... [ Read More ]
Are private entities the same as private companies? How do private entities gain funding? If you're curious about what exactly a private entity is and what makes them different from public companies, then this article is for you. You may already know that private entities are privately owned businesses, but there's a lot more to them than that.... [ Read More ]
As Americans have become more interested and involved in their retirement options, Self-Directed IRAs and the opportunity to invest in non-traditional assets have been gaining popularity. One of the more common alternative investment opportunities inside of a Self-Directed IRA are Real Estate assets. Many people are looking to diversify their retirement portfolios with tangible assets like Real Estate,... [ Read More ]
With health expenses on the rise, many people are looking for ways to reduce the amount they have to spend across the board. One tool some investors are turning towards for their medical expenses is the Health Savings Account, or HSA. A Health Savings Accounts is a useful investment vehicle that can be used to save for medical... [ Read More ]
With the new school season just around the corner, you have probably already started working on your schools supplies lists. However, the beginning of the year isn’t just the only time you spend money for school. Materials for projects, electronics for homework, maybe even school uniforms and tuition are things that come at all times during the school... [ Read More ]
Whether you’re a first time home buyer, an experienced fix and flipper, or an expert in rentals, one aspect will be present for almost everyone: funding. Investors will always need money for deals and sometimes the traditional bank loans aren’t possible for everyone. Others just prefer the flexibility of being able to work out a deal on their... [ Read More ]
When you leave your job, one of the things you will have to consider is what you will want to do with your old 401(k). A common option is to roll it over into an IRA at a custodian who can help invest your money in publicly traded investments. For some people, this is great. However, for those... [ Read More ]
Did you know 45% of Americans fear they will run out of money during retirement? If you have started taking more steps towards planning for retirement, then you are already ahead of the game. Those who want to be more in control of their money typically like to explore the options available, like a self-directed IRA. What Is... [ Read More ]
Are you looking to start saving money for retirement? There's no time like the present to build a nest egg. With a few key tips in mind, you can put yourself on a path toward retiring comfortably. Keep reading to learn about a good retirement investment strategy! Start Your Retirement Investment Strategy Early By investing early, you can... [ Read More ]