It's never too early
With seven different types of Self-Directed IRA accounts to choose from, one of our plans is sure to be the perfect fit for you.
From personal plans to employer accounts, and even a few specialty plans, there’s a Self-Directed account designed to help every investor reach their financial goals.
Contribution Limits: 2023
$6,500
$1,000 catch-up (Age 50+)
Tax deductible contributions
No income limits on participation
Grow tax-deferred until distributions are taken at retirement
Contribution Limits: 2023
$6,500
$1,000 catch-up (Age 50+)
Qualified withdrawals (distributions) are tax-free because you already paid taxes on the contributions
You can make contributions even if you are over 72 as long as you have earned income
There are no Required Minimum Distributions (RMD)
Contribution Limits: 2022
25% of compensation up to $61,000
Contribution Limits: 2023
25% of compensation up to $66,000
Tax deductible contributions
No income limits on participation
Grow tax-deferred until distributions are taken at retirement
Contribution Limits: 2022
$14,000
$3,000 catch-up (Age 50+)
Contribution Limits: 2023
$15,500
$3,500 catch-up (Age 50+)
The employer matches up to 3% of compensation or 2% non-elective; contributions also grow tax-deferred
Elevated contribution limits for Self-Employed individuals or small business owners
Allows for employer contributions based on compensation
A SEP IRA follows the same rules as a Traditional IRA
Elevated contribution limits for Self-Employed individuals or small business owners
Contribution Limits: 2023
Single $3,850
Family $7,750
$1,000 catch-up (Age 55+)
A Health Savings Account can be used for all qualified medical expenses
The contributions toward a HSA are tax deductible, and distributions are tax free for all qualified distributions
Unlike a flex spending account, it is not ‘use it or lose it’
Contribution Limits: 2023
$2,000 per child per year
Tax-free distributions for qualified educational expenses:
Can be used to pay for qualified elementary and secondary expenses
Contribution Limits: 2022
$20,500
$7,500 catch-up (Age 50+)
Contribution Limits: 2023
$22,500
$7,500 catch-up (Age 50+)
For business owners with no employees. Quest Trust Company is launching a new platform designed to revolutionize how you manage your Solo 401k. With its intuitive interface and powerful features, it addresses the common pain points associated with administering your own retirement plan, making your life easier and more streamlined.
Let us help! Opening your new IRA or transferring funds from another provider is easy at Quest!
Whether you’re doing one or the other… or maybe even both, our Certified IRA professionals are always here for you every step of the way. Pick up your phone and let us know how we can make your day!
Give us a call at
855-FUN-IRAS (855-386-4727) or
Quest Trust Company is the premier Self-Directed IRA custodian, holding assets in real estate, promissory notes, and private entities, and much, much more. With over 20,000 happy clients nationwide, Quest Trust Company prides itself on only administering account fees that provide our clients with the best value for the outstanding level of the service provided.
Quest Trust Company processes everything from setting up your account to fund an investment in just 24-48 hours, without the dreaded expedited funding fees. Quest Trust Company aims to provide both clients and future clients alike with education on the need-to-know topics in the industry to keep you informed, connected, and ready to take charge of your retirement.
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GROWING SDIRA Company
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with No Expedited Fees
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© 2021 Quest Trust Company. View our Terms of Use.
© 2021 Quest Trust Company. View our Terms of Use.