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:

  • Everything You Want to Know About Traditional IRA RMDs

    If you have been contributing to a Traditional IRA, eventually you will need to take yearly required minimum distributions (RMDs). The first RMD is required the year you turn 72, and they continue each year after that. Roth IRAs don’t require RMDs, since those contributions were made post-tax. RMDs on ...

  • 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 ...

  • 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 ...

  • 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 ...

  • How to Streamline Private Loans in your SDIRA with Quest Supervisor Robyn Ruston

    Thank you for joining me today. I have Quest’s Dallas Office Supervisor and transaction specialist Robyn Ruston here with me today. She’s an expert when it comes to almost anything involving real estate, notes, or private entity purchases. Today, we are going to be talking about how to streamline the ...

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