Event Detail

The Match of the Century: IRAs vs Solo 401(k)s

Date And Time

Tue, May 31, 2022

12:00 PM - 1:00 PM

Location

THIS EVENT IS COMPLETELY ONLINE

Description

Presentation Topic: The Match of the Century: IRAs vs Solo 401(k)s

Guest Speaker: Juan Deshon - Certified IRA Specialist and Sales Supervisor for Quest Trust Company

Are you curious about how you can contribute over $57,000 to your retirement account or how you can avoid potential Unrelated Business Income Tax? Since the creation of the Solo 401(k) in 2002, self-employed individuals and small business owners have been able to invest and work towards a secure retirement. With advantages like checkbook control, exemption from UBIT, and large contribution limits, the Solo 401(k) is a great account to know about and understand. However, having such a powerful account also carries a lot of responsibility.

If you are considering whether a Solo 401(k) is right for you, this is an essential class for you. After this class, you will gain a better understanding of the advantages and disadvantages of having such a powerful account, new investment possibilities available to you, whether an SDIRA is all you need, and of course, how to establish your own Solo 401(k) with Quest Trust Company.

What You Will Learn In This Class

  • The rules of a 401(k) and how they differ from IRA rules
  • How a 401(k) can open additional investment options for you
  • The advantages and disadvantages of a Solo 401(k)
  • How to establish a Solo 401(k) with Quest

Tune in live on YouTube or Facebook!


At Quest Trust Company, we believe in order to truly take control, you should invest in what you know best! So, what do you do if you want to invest in a private asset but you don’t feel like you know enough? You learn, of course! 

Make sure to join us every Tuesday and Saturday at 12PM CST as our guest speakers and Certified IRA Specialists share the knowledge they have gained through experience as well as all of the tips and tricks they’ve used to succeed in the self-directed world and grow their wealth!