The Basic FAQs

Answers to some of the most frequently asked investing questions (FAQs) about IRAs, self directed IRA, Roth IRA and related investments.

GENERAL

GETTING STARTED

REAL ESTATE

UBIT/UDFI

See below for more information:

  • FAQ Real Estate in your IRA

    How fast can Quest Trust Company purchase an investment?   We pride ourselves in our fast processing time of 24-48 hours.  Please note that our processing begins when we have received the completed Direction of Investment form as well as any supporting documentation (example: properly vested sales contract).   How can I take funds ...

  • Why You Might Consider A Non-Deductible Self-Directed IRA

    Tax deductibility of annual contributions has always been one of the biggest selling points of traditional IRAs, self-directed IRAs included. This tax break is often the deciding factor that gets some individuals to adjust their budgets or forego discretionary spending in order to save for their own retirement future. But the ...

  • Top Ten Things You Need to Know When Investing in Real Estate Notes with Your IRA

    Investing in real estate notes with your IRA is one of the most popular self-directed IRA investments available. But with this popularity comes common mistakes when people lend their IRA (and non-IRA) money out, secured by liens on real estate. Follow these 10 tips to avoid potentially costly mistakes when ...

  • Two Ways to Invest in Promissory Notes with Your IRA

    Promissory notes are alternative methods for businesses and individuals to obtain funds if they don’t qualify for a traditional bank loan. They are basically an official and legally binding IOU. The owner of an IRA can use their IRA funds to finance these notes, and they have the authority to ...

  • Top 10 Things You Need to Know About Self-Directed IRAs

    There is a lot of confusion over self-directed IRAs and what is and is not possible. In this article I will discuss some of the most important things you need to know about self-directed IRAs.   1) IRAs Can Purchase Almost Anything. A common misconception about IRAs is that purchasing anything other ...

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