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Education Center

At Quest, we pride ourselves on being the industry leader for Self-Directed IRA education. Check out our blog, videos, and FAQs to learn the latest information on a variety of popular Self-Directed IRA and alternative investing topics.

Videos by Category

Your #1 Guide to Building True Tax-Free Wealth January 22, 2024 Your #1 Guide to Building True Tax-Free Wealth By using a Self-Directed IRA, you can establish long term wealth, decrease taxation, and maximize your income and profits. Prohibited Transactions: An Analysis of What NOT To Do in Your IRA January 22, 2024 Prohibited Transactions: An Analysis of What NOT To Do in Your IRA Prohibited transactions are an area of confusion for investors with self-directed retirement plans. Learn how to identify what is considered a prohibited transaction. Maximizing Your Self-Employment Income with a Solo 401k, SEP IRA, or SIMPLE IRA January 22, 2024 Maximizing Your Self-Employment Income with a Solo 401k, SEP IRA, or SIMPLE IRA In this class we’ll introduce the many tax-advantaged employer plans that Quest offers, and help you strategize which accounts will benefit you and your business the most. We’ll cover the basics of investing with self-directed retirement accounts such as the SEP IRA, SIMPLE IRA, and Solo 401k. Retire Your Way: The Solo 401K Strategy for Entrepreneurs January 22, 2024 Retire Your Way: The Solo 401K Strategy for Entrepreneurs There’s lots of options out there, but one of the most powerful retirement accounts for the small business owner without employees is the Solo 401k. Learn what makes the Solo 401k so desirable, as well as its benefits as well as the main frustrations associated with administering this plan and how Quest’s new platform solves these problems. How to Invest with $10k or Less January 22, 2024 How to Invest with $10k or Less This is another great webinar on how you can take $10,000 or less and grow your IRA. In this class we will explore creative investment strategies such as partnering, investing in options, or purchasing subject-to properties. How to (Borrow) and Lend More Private Money with Self-Directed IRAs January 22, 2024 How to (Borrow) and Lend More Private Money with Self-Directed IRAs Private money lending can be one of the safest, most secure, and predictable ways to invest your self-directed IRA. Learn about notes and the benefits of this passive investment within your IRA. Analyzing SDIRA Case Studies: The Good, The Bad, and The Ugly January 22, 2024 Analyzing SDIRA Case Studies: The Good, The Bad, and The Ugly In this class, you will hear case studies of Quest Clients and their stories. We’ll cover not only the good investments, but also the investments that did not go as planned so you can learn from their experience. Real Estate in an IRA: Sticky Situations and How They Can be Solved January 22, 2024 Real Estate in an IRA: Sticky Situations and How They Can be Solved Whether you are a new or experienced real estate investor, problems always find a way to present themselves. In this class, we will focus on problems and most importantly, solutions for the many scenarios that can pop up for investors when doing real estate deals in their Self-Directed IRA.
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Blogs by Category

tax deduction April 04, 2024 Opening an IRA Before the Tax Deadline Could Save You Money Learn how contributing to your Traditional IRA can give you a last-minute deduction before the tax filing deadline. excess contributions April 02, 2024 What You Need to Know about Excess Contributions Learn what it means when you have an excess contribution in your IRA and what steps you can take to correct it. millionaire March 13, 2024 The Millionaire Retirement Plan: Why You Need to Start Early Is it possible to save a million dollars by retirement even if you don't have a high paying job or family inheritance? We think so and we'll explain how. millennials March 07, 2024 Why Investing is More Important Than Ever for Millennial Retirement Learn about the investment benefits and challenges of the millennial investor, and why it's so important to start investing early. 401k rollover March 04, 2024 New Job? What Can You Do with Your Old 401k? Learn some of the options that are available with your 401k when you leave a company and how you can use that money for self-directed investments. goals February 23, 2024 Achieve Your Goals - How to Stay Motivated and Get Results When your new year's resolutions start to fade, here are tips on how to get back on track. maximize contributions February 19, 2024 3 Tips to Help Maximize Contributions to Your Self-Directed IRAs When you are building your retirement nest egg, consistency is important. It's also important to take advantage of the maximum contribution allowed each year. Here are 3 tips to help you get started. partnering February 05, 2024 How To Maximize Your Investments Funds with Partnering Learn how to increase your buying power with an investment strategy that allows you to partner your self-directed accounts with others.
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Frequently Asked Questions

What is the difference between a “Self-Directed IRA” and a regular IRA?

There is no legal distinction between a “Self-Directed IRA” and any other IRA. The difference is simply this: Quest lets you take control of your retirement by letting you invest your IRA in what you know best. There are 2 different sets of rules that govern what you can do with your IRA. First, there is the Internal Revenue Code, which has surprisingly few restrictions. Second, there is your account agreement with the custodian. With most custodians you are restricted in the type of investments you can buy in your IRA. Quest allows you the maximum amount of control and flexibility. Almost anything that can be documented can be held in your Quest Self-Directed IRA.

Which types of IRAs does Quest Trust Company offer?

Quest offers almost all types of retirement plans, including:

  • Traditional IRAs
  • Roth IRAs
  • SEP IRAs
  • Individual/Solo 401(k)s
  • Coverdell Education Savings Accounts (formerly Education IRAs)
  • Health Savings Accounts (HSAs)
  • Inherited IRAs
How much can I contribute to my IRA?

The answer depends on what type of account you're exploring as well as other factors like income limits. Click Here to view current year contribution limits.

What kinds of investments can be made in a Quest Trust Company Self-Directed IRA?

You have the broadest possible choice of investments, including:

  • Real Estate, including debt-financed and foreign real estate
  • Deeds of Trust
  • Real Estate Options
  • Lease Options
  • Unsecured Notes
  • Oil and Gas Interests
  • Small, non-publicly traded corporate stock
  • Limited Liability Companies
  • Limited Partnerships
  • Factored Invoices
  • Discounted Commissions
  • Security Agreements and Notes
  • Tax Lien Certificates
  • Foreclosure Property
  • Joint Ventures
  • Racehorses
  • and a whole lot more…

It should be made clear that you are not taking a distribution to purchase these assets. All assets are purchased within the IRA, and all profits stay in the IRA!

Which type of Self-Directed IRA is right for me?

Self-Directed IRAs are a powerful tool to help individuals build the largest possible retirement nest eggs. At Quest, we offer 7 different types of accounts – Traditional IRAs, Roth IRAs, Employer plans like the SEP IRA, SIMPLE IRA and Solo401k, as well as specialty plans like the Health Savings Account and Coverdell Education Savings Accounts. All of these accounts can be self-directed into alternative assets, but it’s important to be informed on all of the accounts (and possibly even speak to a tax advisor or CPA) to make sure you are opening the best one for you depending on your personal situation.

What is the process to move my old 401(k)?

Moving your 401k to Quest is simple. Simply call one of our Certified IRA Specialists to have a free consultation and fill out the account opening paperwork. Once an account has been established for you within 24-48 hours, we will provide all the information to help you initiate the rollover process from your old 401(k) to Quest. When the funds arrive, you will complete our Rollover Form, to ensure your request is finalized. Now you are ready to begin investing!

Not Sure Where to Start?

Schedule a 15-minute call with a certified IRA specialist

With over 20 certified specialists available, let Quest help you navigate the world of Self-Directed IRA investing. Take the first step toward financial freedom and contact an IRA Specialist today.

Our team of IRA Specialists can answer questions like:

  • How to invest with your Self-Directed IRA
  • Different account types, and which is right for you
  • How to transfer or rollover existing retirement accounts
  • How to invest in alternative assets
  • How to maximize your tax savings
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Learn how Quest clients have used self-directed accounts to take control of their investing

Get inspired with real life case studies from Quest clients and see different examples of how they successfully invested their funds into alternative assets.

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Log into your Client Portal to access all your SDIRA investments and account information. Upload new investments, manage old ones, and prepare for any upcoming deadlines online HERE.

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Managing your Solo 401k is quick and simple. Click here to access your online dashboard to manage your 401k account and submit your investments.

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