Does Your Custodian No Longer Hold Private Assets?

New requirements involving the ability to hold private assets under certain thresholds are causing retirement investors to look elsewhere.

Investors that have their retirement accounts at some of the common publicly traded custodians are being told that they can no longer hold private investment opportunities for under $1M. Those with smaller retirement accounts  will no longer have the option to put their money into private assets such as real estate, notes, and private entities!

Could your alternative asset be eliminated from the list of possible investment options? 

Ask an IRA Specialist how we can help

Not sure where to start?

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!

Unlock your

Financial Freedom

  • Fast & Friendly Service
  • 24-48 Hours Turn Around Time
  • Direct Points of Contact
  • Free Education and Live Webinars
  • One-Stop Destination Client Portal
  • Free Consultations

Give us a call at
 855-FUN-IRAS (855-386-4727) or

Schedule a Free Consultation with a Certified IRA Specialist

15 min
Schedule a complimentary 15-minute call with a Certified IRA Specialist.

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.

The Nation’s FASTEST
GROWING SDIRA Company

24-48hr Turn Around Time
with No Expedited Fees

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Self-Direct Your IRA 3 Simple Steps

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Step 1

Open your Self-Directed IRA

Step 2

Fund your Account

Step 3

Ready to Invest!

Select an

IRA

Traditional

Contribution Limits: 2021

$6,000

$1,000 catch-up (Age 50+)


Tax deductible contributions

No income limits on participation

Grow tax-deferred until distributions are taken at retirement

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ROTH

Contribution Limits: 2021

$6,000

$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)

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SEP

Contribution Limits: 2021

25% of compensation up to $58,000

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

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SIMPLE

Contribution Limits: 2021

$13,500
$3,000 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

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Additional Accounts Available

Health Savings Account

Contribution Limits: 2021

Single $3,600
Family $7,200
$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’

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Coverdell Education Savings Account

Contribution Limits: 2021

$2,000 per child per year

Tax-free distributions for qualified educational expenses:

  • Tuition and fees
  • Books, supplies, and equipment
  • Room and board
  • Uniforms

Can be used to pay for qualified elementary and secondary expenses

 

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Individual
/Solo 401(k)

Contribution Limits: 2021

$19,500
$6,500 catch-up (Age 50+)

 

For business owners with no employees. Due to the nature of this plan, we ask that you contact a Certified IRA Specialist for more information by calling 855-FUN-IRAS (855.386.4727)

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