With the Traditional IRA, your earnings grow tax-deferred! Only pay taxes when you make withdrawals from the account.
At Quest, we work with a number of investment professionals to provide exceptional customer service and fast, efficient processes. Our flexible and easy-to-understand procedures are able to create top-tier systems and support for your firm and your clients.
Our professional partners include:
At Quest Trust Company, we offer 7 different types of retirement saving accounts, all of which can be self-directed into real estate and other private investments. Learn more about our Self-Directed IRA services by clicking on each account!
Traditional IRA
With the Traditional IRA, your earnings grow tax-deferred! Only pay taxes when you make withdrawals from the account.
Roth IRA
The Roth IRA is a special retirement account where you have the ability to grow your profits completely tax-free!
SEP IRA
This self-directed tax-deferred account can be great for self-employed individuals, allowing a tax deduction for contributions made to a SEP IRA!
Simple IRA
A SIMPLE IRA is an employer-sponsored retirement plan designed specifically for small businesses, giving employees and employers a simple way to contribute and grow this account!
Health Savings Account (HSA)
Get the best of both worlds with an HSA, with the ability to get tax-deductions on contributions and tax-free distributions for qualified medical expenses!
Coverdell Education Savings Account (ESA)
Education isn't cheap, but with a Coverdell ESA you can earn tax-free distributions on countless qualified educational expenses as you self-directed this account!
Solo 401(k)
With the extra benefits that come with this self-employed account, like checkbook control and more freedoms, many people are eager to learn how to get started - just make sure you qualify!
While most IRA custodians lack the option to hold alternative assets or offer a very complicated approach in doing so, Quest Trust Company specializes in holding non-traditional investments for true self-direction. We’ve created the perfect platform for advisors and other companies to offer and manage alternative investments for their clients.
and we have services like our Client Portal in place to do so, including:
Working with a Self-Directed IRA custodian allows you to offer alternative asset opportunities, like real estate, loans, or private companies.
Our goal when working with advisors and broker-dealers is simple:
Partner our easy-to-use platform with our dedicated customer service so that you have more time to dedicate to your clients.
While most IRA custodians lack the option to hold alternative assets or offer a very complicated approach in doing so, Quest Trust Company specializes in holding non-traditional investments for true self-direction. We’ve created the perfect platform for advisors and other companies to offer and manage alternative investments for their clients.
and we have services like our Client Portal in place to do so, including:
Raising capital for your deals may be easier than you thought when you have a trusted IRA custodian working alongside you! With over 28 trillion dollars sitting in self-directed retirement accounts, IRAs can be a great option for funding.
For investment sponsors looking to broaden their investment possibilities, Quest Trust Company makes it easy to tap into the trillions of dollars in Self-Directed IRAs for private assets.
As your custodian, our role is simple. We will never try to sell your clients any investments, but rather educate them on what is possible with Self-Directed IRAs – and what isn’t. You, as the sponsor, have all the control when it comes to finding the perfect deal and your investors. Quest representatives will be there every step of the way to assist with opening and funding the account, as well as directing the money to be sent to the investment.
Benefits to You as an Investment Professional:
At Quest, we process most requests within 24-48 hours, making us a custodian with one of the fastest funding times in the nation. With our high level of knowledge and attention to detail, we are able to quickly and efficiently fund deals at no additional cost to expedite. Additionally, with our online systems like the QTC Investment Hub in the new Client Portal, you can submit new investments online in a matter of minutes.
Let us help you provide a safe way to invest in alternative assets.
At Quest, we work with a number of investment professionals to provide exceptional customer service and fast, efficient processes. Our flexible and easy-to-understand procedures are able to create top-tier systems and support for your firm and your clients.
There are times when Self-Directed IRA holders need to consult with attorneys and CPAs regarding their accounts, as Quest can never give tax, legal, or investing advice.
However, having a relationship with a self-directed IRA custodian and being familiar with non-traditional investing can help you grow your business by attracting new investors and other clients.
For CPAs
For Attorneys
Adding alternative assets to your offerings can be a great way to provide unique investment opportunities, like real estate, loans, or private companies. Working with a Self-Directed IRA custodian like Quest allows you the ability to offer these types of assets, all while having a trusted custodian on your side to help along the way. Our process caters directly to the investor, and everything we do is with you in mind.
While most IRA custodians lack the option to hold alternative assets or offer a very complicated approach in doing so, Quest Trust Company specializes in holding non-traditional investments for true self-direction. We’ve created the perfect platform for advisors and other companies to offer and manage alternative investments for their clients.
and we have services like our Client Portal in place to do so, including:
Alternative assets can be a great investment offering if you have clients looking to invest beyond the traditional investment. As a Texas trust company, we act as the SDIRA custodian for your trust. Working with a Self-Directed IRA custodian like Quest allows you the ability to offer these types of assets, all while having a trusted custodian on your side to help along the way.
At Quest Trust Company, we offer 7 different types of retirement saving accounts, all of which can be self-directed into real estate and other private investments. Learn more about our Self-Directed IRA services by clicking on each account!
Traditional IRA
With the Traditional IRA, your earnings grow tax-deferred! Only pay taxes when you make withdrawals from the account.
Roth IRA
The Roth IRA is a special retirement account where you have the ability to grow your profits completely tax-free!
SEP IRA
This self-directed tax-deferred account can be great for self-employed individuals, allowing a tax deduction for contributions made to a SEP IRA!
Simple IRA
A SIMPLE IRA is an employer-sponsored retirement plan designed specifically for small businesses, giving employees and employers a simple way to contribute and grow this account!
Health Savings Account (HSA)
Get the best of both worlds with an HSA, with the ability to get tax-deductions on contributions and tax-free distributions for qualified medical expenses!
Coverdell Education Savings Account (ESA)
Education isn't cheap, but with a Coverdell ESA you can earn tax-free distributions on countless qualified educational expenses as you self-directed this account!
Solo 401(k)
With the extra benefits that come with this self-employed account, like checkbook control and more freedoms, many people are eager to learn how to get started - just make sure you qualify!
Investment Opportunities with Self-Directed IRAs
Benefits of working with Quest:
Introducing self-directed retirement accounts to your business can provide huge benefits to you and your company. Quest Trust Company specializes in self-directed education for businesses and their clients, helping them understand how to invest in alternative assets. Diversifying your assets can help you grow your retirement wealth faster and safer.
For Real Estate Agents
Every day, more and more people are choosing to diversify their retirement portfolios with real estate. Real estate is actually the most common investment in self-directed IRAs. What if you tap into the trillions of dollars in IRAs for your business? Real estate agents and professionals who understand the benefits of using self-directed accounts can help their clients and make more money at the same time!
Investment Opportunities with Self-Directed IRAs
About how to get into our business relationship programs, please reach out to InstitutionalSales@QuestTrust.com.
We look forward to working with you and your team!
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DISCLAIMER: Quest Trust Company does not render tax, legal, accounting, investment, or other professional advice. If tax, legal, accounting, investment, or other similar expert assistance is required, the services of a competent professional should be sought.
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