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?
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.
The Nation’s FASTEST
GROWING SDIRA Company
24-48hr Turn Around Time
with No Expedited Fees
Track Your Investment with our
TRANSACTION TRACKER
WORLD FAMOUS
Customer Service
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
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)
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
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
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’
Contribution Limits: 2021
$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: 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)