Educational resources for Self-Directed IRAs.

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Self-Directed IRAs 101: What Every Investor Should Know & Why They Haven’t Been Told

Even though SDIRAs have been around for over 30 years the topic to many seems very confusing and is mostly misunderstood. Most Americans still think that stocks, bonds and mutual funds are the only acceptable investments in an IRA/401(k) when legally you can also purchase assets like Real Estate, Precious Metals, Notes and Private Placements, just to name a few, that may provide greater safety, security and predictability. There is a lot of bad information out there and this webinar tries to simplify it and give you just the basics/facts.

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Steps to Purchasing Assets within Your Self Directed IRA

Once you open up your account at Quest IRA and you want to purchase an asset with your retirement funds you must understand and follow the correct process or your transaction may be delayed. Watch this to learn how to properly vest your assets, what forms you will need to process your transaction and how to fill the forms out correctly.
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Private Money Lending, can be one of the most safe, secure and predictable ways to invest your self-directed IRA. Creating a loan is one of the easiest investment concepts to understand, as banks have been loaning money for over a century. Along with potentially great predictable returns you have multiple exits strategies should something go wrong with your loan and you have secured the loan properly. Come learn the huge benefits of this “passive” investment within your IRA whether you are a lender and/or a borrower from IRAs.
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Maximizing Contributions & Gains with Your Self-Directed IRA

The tax filing season is upon us, what better time to evaluate truly diversifying your retirement plan than now! Join H. Quincy Long as he walks through the contribution limits and shows you how to maximize and get the most out of your retirement funds! Prepare for the future by watching this webinar and take control today!

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By now you have probably heard about the opportunity to convert your tax deferred funds (Traditional IRA & Traditional 401(k)) in your retirement account into tax free funds (Roth IRA & Roth 401(k)). There are many questions that arise with this opportunity that is being presented to all Americans because it isn’t always best for all. It is a very personal financial decision that can be effected by many factors and variables in one’s life. This special webinar is for those that want to hear about one experts analysis, H. Quincy Long, on this great opportunity.
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Prohibited transactions are one of the great debates in the world of self-directed retirement plans. Some transactions are very easy to identify as a prohibited transaction and other transactions aren’t so clear. Quest IRA has put together a presentation on a practical look at understanding prohibited transactions that you will not want to miss.
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Get More Self-Directed IRA Options with Real Estate Options

In this presentation H. Quincy Long will talk about the power of using Real Estate Options as an investment strategy in a self-directed IRA. Real Estate Options, and options in general, are one of the most underutilized investment strategies in self-directed IRAs. A properly structured real estate options agreement has the potential of paying off in many different ways. Having as many investment options as possible is one the important factors in being a successful investor. Some may call it having all the proper investment tools to work with but really it is just having as many different investment options available to your IRA as possible. Take this opportunity to add another tool to your investment tool belt and come learn about real estate options in self-directed IRAs.
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Quincy’s Top Investment Strategies

Quest IRA does not provide tax, legal or investment advice, but we surround ourselves with those who are much smarter than us on investments and investment strategy, our clients. Come listen to H. Quincy Long explain some of the top investment strategies of some of our most successful clients.
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Health Savings Account: Healthcare Benefits That Pay You Back

This class introduces you to one of the most powerful account that we administrate. The Health Savings Account (HSA) is the only account where you get a tax deduction for putting the money in and it comes out tax free for qualified medical expenses, as well as all the growth is tax free like an IRA. Is your interest peaked? Come to this quick educational class and find out how someone can purchase an airplane engine that cost more than $20,000 with this account.

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