Video Library

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. 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. 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. 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. 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. 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. 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. 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. January 22, 2024 Problems & Solutions in Buying Commercial Property & Other Entities in an IRA Self-Directed IRAs provide investors the opportunity to select investments in a variety of privately held assets, including private entities such as LLCs, JVs, LPs, trusts, and more. Learn about the problems that are associated with these investments and how to avoid these situations. January 22, 2024 What’s the Big Deal About UBIT? Many people are surprised to learn that there are certain investments which may cause your retirement plan to owe tax on its income or profits from that investment. Learn when investments may subject the IRA to UBIT and how to evaluate if it’s worth the risk. January 22, 2024 Real Estate Options: Learn About This Creative Investment “Option” for Small IRAs 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, which is one of the most underutilized investment strategies in self-directed IRAs. January 22, 2024 Special Accounts for Special Expenses: How Investors Can Pay for Health and Education Tax Free Watch this class and learn more about tax free distributions from these specialty plans.