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:

  • Why Your IRA May Owe Taxes: To Pay or Not to Pay? – That is the Question

    By: H. Quincy Long A. Introduction Many people are surprised to learn that, as discussed below, there are 2 ways in which an IRA or 401(k) investment in an entity may cause the retirement plan to owe tax on its income or profits from that investment. This does not necessarily mean that ...

  • Six Widely Held Untruths About Self Directed IRAs

    By H. Quincy Long for Self-Directed Source Blog There is a lot of confusion over self-directed IRAs and what is and is not possible. In this article we will discuss six of the biggest self-directed IRA myths. 1)      Purchasing anything other than CDs, stocks, mutual funds or annuities is illegal in an ...

  • 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 ...

  • Active vs Passive: What Type of Self-Directed IRA Investor Are You?

    One of the biggest benefits of real estate investing with a Self-directed IRA is the ability to have extreme flexibility no matter what type of lifestyle you have. Some people are full time investors, and love to spend all of their time searching for new rental properties or their next ...

  • 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 ...

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