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OPEN A SELF-DIRECTED IRA TODAY 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 administeringaccount
LOGIN | QUEST TRUST
client portal login. Remember me. Forgot Password? DOWNLOADABLE SELF-DIRECTED IRA FORMS Downloadable Forms. Submit Your Forms: Quest Trust Company has released a new feature for clients, new and old, to upload their documents securely! Access this by going to Upload.QuestTrustCompany.com. Once the required information is filled out, upload the document, and select which department you want it to go to. You’re done! CAN I MOVE MY 401K INTO A SELF DIRECTED IRA? SELF-DIRECTED IRA FOR REAL ESTATE Investor Awareness: Due Diligence with Real Estate; F.A.Q. Real Estate in your IRA.; AMORTIZATION SCHEDULE (IF APPLICABLE) – An amortization schedule is a table that lists each regular payment on a mortgage over time. ASSIGNMENT CONTRACT – An assignment of contract occurs when one party to an existing contract (the “assignor”) hands off the contract’s obligations and benefits to MEET THE MANAGEMENT & EDUCATION TEAM Transactions Manager. The Transactions Team works with existing clients to purchase and maintain investments held within the client’s retirement account. The Department is made up of 3 sub-departments: Notes, Real Estate, and Private Entities. LOGIN TEMPLATE TITLE client portal login. Remember me. Forgot Password? DANGERS OF CHECKBOOK CONTROL IRAS The checkbook control IRA is a term given to IRA accounts that gives holders of a certain account the complete control over their investments by the use of a checking account. The person in control of the account makes sure a trust is created, and these are only able to be managed by the administrator for the account or the holder of theaccount.
FIXED ANNUITIZATION FOR EARLY WITHDRAWALS FROM YOUR SELF Fixed Annuitization. The fixed annuitization method provides the starting account balance by a factor taken from the IRS tables, which is based on mortality rates and a “reasonable” interest rate that cannot be less than 120% of the federal midterm rate. Essentially this method calculates the present value of a $1 per year lifetime annuity PREMIER SELF DIRECTED IRA CUSTODIAN 5 Steps to purchasing Real Estate, Notes, and other private investments in your Self-Directed IRA. Quest Trust Company makes the process of buying private assets with your Self-Directed IRA, smooth and painless. Take a look at these common investment options and theprocess by
OPEN A SELF-DIRECTED IRA TODAY 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 administeringaccount
LOGIN | QUEST TRUST
client portal login. Remember me. Forgot Password? DOWNLOADABLE SELF-DIRECTED IRA FORMS Downloadable Forms. Submit Your Forms: Quest Trust Company has released a new feature for clients, new and old, to upload their documents securely! Access this by going to Upload.QuestTrustCompany.com. Once the required information is filled out, upload the document, and select which department you want it to go to. You’re done! CAN I MOVE MY 401K INTO A SELF DIRECTED IRA? SELF-DIRECTED IRA FOR REAL ESTATE Investor Awareness: Due Diligence with Real Estate; F.A.Q. Real Estate in your IRA.; AMORTIZATION SCHEDULE (IF APPLICABLE) – An amortization schedule is a table that lists each regular payment on a mortgage over time. ASSIGNMENT CONTRACT – An assignment of contract occurs when one party to an existing contract (the “assignor”) hands off the contract’s obligations and benefits to MEET THE MANAGEMENT & EDUCATION TEAM Transactions Manager. The Transactions Team works with existing clients to purchase and maintain investments held within the client’s retirement account. The Department is made up of 3 sub-departments: Notes, Real Estate, and Private Entities. LOGIN TEMPLATE TITLE client portal login. Remember me. Forgot Password? DANGERS OF CHECKBOOK CONTROL IRAS The checkbook control IRA is a term given to IRA accounts that gives holders of a certain account the complete control over their investments by the use of a checking account. The person in control of the account makes sure a trust is created, and these are only able to be managed by the administrator for the account or the holder of theaccount.
FIXED ANNUITIZATION FOR EARLY WITHDRAWALS FROM YOUR SELF Fixed Annuitization. The fixed annuitization method provides the starting account balance by a factor taken from the IRS tables, which is based on mortality rates and a “reasonable” interest rate that cannot be less than 120% of the federal midterm rate. Essentially this method calculates the present value of a $1 per year lifetime annuityQUEST DIFFERENCE
unlock Your Financial Future &EXPERIENCE THE QUEST DIFFERENCE start now Take the reins back on your retirement with a Self-Directed IRA and invest in the things you know best! Now is a better time than ever to take control of your financial future – You have more options than you think! REAL ESTATE PROMISSORY NOTES QUEST TRUST FEES EXPLAINED As you shop around, you’ll see our fees are remain average with other custodians in the industry. We are confident that our service will show any potential or current client the value of Quest Trust Company. If you have questions about our services or fees, give us a call at 281.492.3434. MEET THE MANAGEMENT & EDUCATION TEAM Transactions Manager. The Transactions Team works with existing clients to purchase and maintain investments held within the client’s retirement account. The Department is made up of 3 sub-departments: Notes, Real Estate, and Private Entities. WE ARE EXPERIENCING ISSUES WITH OUR PHONE SYSTEM In the meantime, we encourage you to use the LIVE Chat feature on our website to chat in real time with one of our representatives. Our staff is also able to make outbound calls, if you would prefer to leave a voice message through our main line.REFERRAL PROGRAM
At Quest, it pays to have friends – literally! Whether you’re a client who is sharing the benefits of self-directed IRAs with others or you’re an investing professional looking for ways to help your financial network, our Client Referral Program will be sure to help everyone succeed. We’re giving away account credits when you refer LOGIN TEMPLATE TITLE client portal login. Remember me. Forgot Password?OPEN A ROTH IRA
Open a Roth IRA. A Roth IRA is a retirement savings account that allows your money to grow tax-free. This is an after-tax account, meaning the IRA owner of a Roth must pay taxes upfront for all money contributed, however all growth within the account is tax deferred, but if you take a qualified distribution, it can be potentially taxfree.
NEW YEAR, NEW ROTH IRA IN 2021- QUEST TRUST COMPANY Roth IRAs follow a very special rule, unlike other retirement accounts. There is a “ 5-year-rule ” that applies when you take distributions from the Roth account. Generally, as long as you have had the account open for 5 tax years and you are over the age of 59 1/2. The 5-year holding period for Roth IRAs starts on the earlier ofthe date
PAY WITH DIRECT BANK PAYMENT (ACH) I highly recommend Quest Trust Company. I highly recommend Quest Trust Company to anyone that wants to take control of their financial future. Our family has been thoroughly impressed with the quality of the customer service we’ve received over the past few years, not to mention the top-notch online and in-person education they provide. QUEST TRUST COMPANY FEES |QUEST TRUST COMPANY Quest Trust Company Fees. Below is the fee schedule for accounts at Quest Trust Company. The fee schedule is one of the four components required to open a self-directed account with Quest Trust Company, but can also be used to change fee or payment options at a later date. The IRA Fee Schedules are included in the respective Open An Account Kits. PREMIER SELF DIRECTED IRA CUSTODIAN 5 Steps to purchasing Real Estate, Notes, and other private investments in your Self-Directed IRA. Quest Trust Company makes the process of buying private assets with your Self-Directed IRA, smooth and painless. Take a look at these common investment options and theprocess by
OPEN A SELF-DIRECTED IRA TODAY 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 administeringaccount
LOGIN | QUEST TRUST
client portal login. Remember me. Forgot Password? DOWNLOADABLE SELF-DIRECTED IRA FORMS Downloadable Forms. Submit Your Forms: Quest Trust Company has released a new feature for clients, new and old, to upload their documents securely! Access this by going to Upload.QuestTrustCompany.com. Once the required information is filled out, upload the document, and select which department you want it to go to. You’re done! CAN I MOVE MY 401K INTO A SELF DIRECTED IRA? SELF-DIRECTED IRA FOR REAL ESTATE Investor Awareness: Due Diligence with Real Estate; F.A.Q. Real Estate in your IRA.; AMORTIZATION SCHEDULE (IF APPLICABLE) – An amortization schedule is a table that lists each regular payment on a mortgage over time. ASSIGNMENT CONTRACT – An assignment of contract occurs when one party to an existing contract (the “assignor”) hands off the contract’s obligations and benefits to MEET THE MANAGEMENT & EDUCATION TEAM Transactions Manager. The Transactions Team works with existing clients to purchase and maintain investments held within the client’s retirement account. The Department is made up of 3 sub-departments: Notes, Real Estate, and Private Entities. LOGIN TEMPLATE TITLE client portal login. Remember me. Forgot Password? DANGERS OF CHECKBOOK CONTROL IRAS The checkbook control IRA is a term given to IRA accounts that gives holders of a certain account the complete control over their investments by the use of a checking account. The person in control of the account makes sure a trust is created, and these are only able to be managed by the administrator for the account or the holder of theaccount.
FIXED ANNUITIZATION FOR EARLY WITHDRAWALS FROM YOUR SELF Fixed Annuitization. The fixed annuitization method provides the starting account balance by a factor taken from the IRS tables, which is based on mortality rates and a “reasonable” interest rate that cannot be less than 120% of the federal midterm rate. Essentially this method calculates the present value of a $1 per year lifetime annuity PREMIER SELF DIRECTED IRA CUSTODIAN 5 Steps to purchasing Real Estate, Notes, and other private investments in your Self-Directed IRA. Quest Trust Company makes the process of buying private assets with your Self-Directed IRA, smooth and painless. Take a look at these common investment options and theprocess by
OPEN A SELF-DIRECTED IRA TODAY 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 administeringaccount
LOGIN | QUEST TRUST
client portal login. Remember me. Forgot Password? DOWNLOADABLE SELF-DIRECTED IRA FORMS Downloadable Forms. Submit Your Forms: Quest Trust Company has released a new feature for clients, new and old, to upload their documents securely! Access this by going to Upload.QuestTrustCompany.com. Once the required information is filled out, upload the document, and select which department you want it to go to. You’re done! CAN I MOVE MY 401K INTO A SELF DIRECTED IRA? SELF-DIRECTED IRA FOR REAL ESTATE Investor Awareness: Due Diligence with Real Estate; F.A.Q. Real Estate in your IRA.; AMORTIZATION SCHEDULE (IF APPLICABLE) – An amortization schedule is a table that lists each regular payment on a mortgage over time. ASSIGNMENT CONTRACT – An assignment of contract occurs when one party to an existing contract (the “assignor”) hands off the contract’s obligations and benefits to MEET THE MANAGEMENT & EDUCATION TEAM Transactions Manager. The Transactions Team works with existing clients to purchase and maintain investments held within the client’s retirement account. The Department is made up of 3 sub-departments: Notes, Real Estate, and Private Entities. LOGIN TEMPLATE TITLE client portal login. Remember me. Forgot Password? DANGERS OF CHECKBOOK CONTROL IRAS The checkbook control IRA is a term given to IRA accounts that gives holders of a certain account the complete control over their investments by the use of a checking account. The person in control of the account makes sure a trust is created, and these are only able to be managed by the administrator for the account or the holder of theaccount.
FIXED ANNUITIZATION FOR EARLY WITHDRAWALS FROM YOUR SELF Fixed Annuitization. The fixed annuitization method provides the starting account balance by a factor taken from the IRS tables, which is based on mortality rates and a “reasonable” interest rate that cannot be less than 120% of the federal midterm rate. Essentially this method calculates the present value of a $1 per year lifetime annuityQUEST DIFFERENCE
unlock Your Financial Future &EXPERIENCE THE QUEST DIFFERENCE start now Take the reins back on your retirement with a Self-Directed IRA and invest in the things you know best! Now is a better time than ever to take control of your financial future – You have more options than you think! REAL ESTATE PROMISSORY NOTES QUEST TRUST FEES EXPLAINED As you shop around, you’ll see our fees are remain average with other custodians in the industry. We are confident that our service will show any potential or current client the value of Quest Trust Company. If you have questions about our services or fees, give us a call at 281.492.3434. MEET THE MANAGEMENT & EDUCATION TEAM Transactions Manager. The Transactions Team works with existing clients to purchase and maintain investments held within the client’s retirement account. The Department is made up of 3 sub-departments: Notes, Real Estate, and Private Entities. WE ARE EXPERIENCING ISSUES WITH OUR PHONE SYSTEM In the meantime, we encourage you to use the LIVE Chat feature on our website to chat in real time with one of our representatives. Our staff is also able to make outbound calls, if you would prefer to leave a voice message through our main line.REFERRAL PROGRAM
At Quest, it pays to have friends – literally! Whether you’re a client who is sharing the benefits of self-directed IRAs with others or you’re an investing professional looking for ways to help your financial network, our Client Referral Program will be sure to help everyone succeed. We’re giving away account credits when you refer LOGIN TEMPLATE TITLE client portal login. Remember me. Forgot Password?OPEN A ROTH IRA
Open a Roth IRA. A Roth IRA is a retirement savings account that allows your money to grow tax-free. This is an after-tax account, meaning the IRA owner of a Roth must pay taxes upfront for all money contributed, however all growth within the account is tax deferred, but if you take a qualified distribution, it can be potentially taxfree.
NEW YEAR, NEW ROTH IRA IN 2021- QUEST TRUST COMPANY Roth IRAs follow a very special rule, unlike other retirement accounts. There is a “ 5-year-rule ” that applies when you take distributions from the Roth account. Generally, as long as you have had the account open for 5 tax years and you are over the age of 59 1/2. The 5-year holding period for Roth IRAs starts on the earlier ofthe date
PAY WITH DIRECT BANK PAYMENT (ACH) I highly recommend Quest Trust Company. I highly recommend Quest Trust Company to anyone that wants to take control of their financial future. Our family has been thoroughly impressed with the quality of the customer service we’ve received over the past few years, not to mention the top-notch online and in-person education they provide. QUEST TRUST COMPANY FEES |QUEST TRUST COMPANY Quest Trust Company Fees. Below is the fee schedule for accounts at Quest Trust Company. The fee schedule is one of the four components required to open a self-directed account with Quest Trust Company, but can also be used to change fee or payment options at a later date. The IRA Fee Schedules are included in the respective Open An Account Kits. PREMIER SELF DIRECTED IRA CUSTODIAN Quest Trust Company is a fabulous company Quest Trust Company is a fabulous company that provides a ton of training, seminars, and special events to network and learn how to put your IRA money in alternative investments. OPEN A SELF-DIRECTED IRA TODAY Quest Trust Company is a fabulous company Quest Trust Company is a fabulous company that provides a ton of training, seminars, and special events to network and learn how to put your IRA money in alternative investments.LOGIN | QUEST TRUST
client portal login. Remember me. Forgot Password? SELF-DIRECTED IRA FOR REAL ESTATE Investor Awareness: Due Diligence with Real Estate; F.A.Q. Real Estate in your IRA.; AMORTIZATION SCHEDULE (IF APPLICABLE) – An amortization schedule is a table that lists each regular payment on a mortgage over time. ASSIGNMENT CONTRACT – An assignment of contract occurs when one party to an existing contract (the “assignor”) hands off the contract’s obligations and benefits to DOWNLOADABLE SELF-DIRECTED IRA FORMS Below is the fee schedule for accounts at Quest Trust Company. The fee schedule is one of the four components required to open a self-directed account with Quest Trust Company, but can also be used to change fee or payment options at a later date. CAN I MOVE MY 401K INTO A SELF DIRECTED IRA? MEET THE MANAGEMENT & EDUCATION TEAM We were fortunate enough to cross paths with Quest Trust. My husband and I searched for investment opportunities for quite a while. We were fortunate enough to cross paths with Quest Trust and their staff who explained in detail (for a couple with very little investment knowledge) the many investment opportunities available to us. LOGIN TEMPLATE TITLE client portal login. Remember me. Forgot Password? QUEST TRUST COMPANY FEES |QUEST TRUST COMPANY Below is the fee schedule for accounts at Quest Trust Company. The fee schedule is one of the four components required to open a self-directed account with Quest Trust Company, but can also be used to change fee or payment options at a later date. FIXED ANNUITIZATION FOR EARLY WITHDRAWALS FROM YOUR SELF You probably already know taking a distribution from your self-directed IRA before you reach retirement will generally trigger a 10% early withdrawal fee, in PREMIER SELF DIRECTED IRA CUSTODIAN Quest Trust Company is a fabulous company Quest Trust Company is a fabulous company that provides a ton of training, seminars, and special events to network and learn how to put your IRA money in alternative investments. OPEN A SELF-DIRECTED IRA TODAY Quest Trust Company is a fabulous company Quest Trust Company is a fabulous company that provides a ton of training, seminars, and special events to network and learn how to put your IRA money in alternative investments.LOGIN | QUEST TRUST
client portal login. Remember me. Forgot Password? SELF-DIRECTED IRA FOR REAL ESTATE Investor Awareness: Due Diligence with Real Estate; F.A.Q. Real Estate in your IRA.; AMORTIZATION SCHEDULE (IF APPLICABLE) – An amortization schedule is a table that lists each regular payment on a mortgage over time. ASSIGNMENT CONTRACT – An assignment of contract occurs when one party to an existing contract (the “assignor”) hands off the contract’s obligations and benefits to DOWNLOADABLE SELF-DIRECTED IRA FORMS Below is the fee schedule for accounts at Quest Trust Company. The fee schedule is one of the four components required to open a self-directed account with Quest Trust Company, but can also be used to change fee or payment options at a later date. CAN I MOVE MY 401K INTO A SELF DIRECTED IRA? MEET THE MANAGEMENT & EDUCATION TEAM We were fortunate enough to cross paths with Quest Trust. My husband and I searched for investment opportunities for quite a while. We were fortunate enough to cross paths with Quest Trust and their staff who explained in detail (for a couple with very little investment knowledge) the many investment opportunities available to us. LOGIN TEMPLATE TITLE client portal login. Remember me. Forgot Password? QUEST TRUST COMPANY FEES |QUEST TRUST COMPANY Below is the fee schedule for accounts at Quest Trust Company. The fee schedule is one of the four components required to open a self-directed account with Quest Trust Company, but can also be used to change fee or payment options at a later date. FIXED ANNUITIZATION FOR EARLY WITHDRAWALS FROM YOUR SELF You probably already know taking a distribution from your self-directed IRA before you reach retirement will generally trigger a 10% early withdrawal fee, in OPEN A SELF-DIRECTED IRA TODAY Quest Trust Company is a fabulous company Quest Trust Company is a fabulous company that provides a ton of training, seminars, and special events to network and learn how to put your IRA money in alternative investments. SELF-DIRECTED IRA INVESTMENTS DISCLAIMER: Quest Trust Company does not render tax, legal, accounting, investment, or other professional advice. If tax, legal, accounting, investment, or other similar expert assistance is required, the services of a competent professional should be sought. WE WANT TO HEAR FROM YOU! Since opening our doors in 2003, we have made it our mission to provide the highest quality of customer service to our clients. At Quest Trust Company, you -the client -come first and we welcome the opportunity to continue to improve your overall experience. We are constantly looking for new ways to make your client ACCOUNT ADMINISTRATION Quest Trust Company is a fabulous company Quest Trust Company is a fabulous company that provides a ton of training, seminars, and special events to network and learn how to put your IRA money in alternative investments. DOWNLOADABLE SELF-DIRECTED IRA FORMS Submit Your Forms: Quest Trust Company has released a new feature for clients, new and old, to upload their documents securely! Access this by going to Upload.QuestTrustCompany.com.Once the required information is filled out, upload the document, and select which department youwant it to go to.
QUEST TRUST FEES EXPLAINED Every dollar you spend on Quest Trust fees goes back into making sure your Self-Directed IRA experience with us is the best it can be! WE ARE EXPERIENCING ISSUES WITH OUR PHONE SYSTEM In the meantime, we encourage you to use the LIVE Chat feature on our website to chat in real time with one of our representatives. Our staff is also able to make outbound calls, if you would prefer to leave a voice message through our main line.OPEN A ROTH IRA
A Roth IRA is a retirement savings account that allows your money to grow tax-free. This is an after-tax account, meaning the IRA owner of a Roth must pay taxes upfront for all money contributed, however all growth within the account is tax deferred, but if you take a MEET THE MANAGEMENT & EDUCATION TEAM We were fortunate enough to cross paths with Quest Trust. My husband and I searched for investment opportunities for quite a while. We were fortunate enough to cross paths with Quest Trust and their staff who explained in detail (for a couple with very little investment knowledge) the many investment opportunities available to us. PAY WITH DIRECT BANK PAYMENT (ACH) I highly recommend Quest Trust Company. I highly recommend Quest Trust Company to anyone that wants to take control of their financial future. Our family has been thoroughly impressed with the quality of the customer service we’ve received over the past few years, not to mention the top-notch online and in-person education they provide. PREMIER SELF DIRECTED IRA CUSTODIAN 5 Steps to purchasing Real Estate, Notes, and other private investments in your Self-Directed IRA. Quest Trust Company makes the process of buying private assets with your Self-Directed IRA, smooth and painless. Take a look at these common investment options and theprocess by
OPEN A SELF-DIRECTED IRA TODAY 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 administeringaccount
DOWNLOADABLE SELF-DIRECTED IRA FORMS Downloadable Forms. Submit Your Forms: Quest Trust Company has released a new feature for clients, new and old, to upload their documents securely! Access this by going to Upload.QuestTrustCompany.com. Once the required information is filled out, upload the document, and select which department you want it to go to. You’re done! ACCOUNT ADMINISTRATION Below is the fee schedule for accounts at Quest Trust Company. The fee schedule is one of the four components required to open a self-directed account with Quest Trust Company, but can also be used to change fee or payment options at a later date. For any questions or concerns, please contact us Billing@QuestTrust.com or at 855-386-4727. SELF-DIRECTED IRA FOR REAL ESTATE Investor Awareness: Due Diligence with Real Estate; F.A.Q. Real Estate in your IRA.; AMORTIZATION SCHEDULE (IF APPLICABLE) – An amortization schedule is a table that lists each regular payment on a mortgage over time. ASSIGNMENT CONTRACT – An assignment of contract occurs when one party to an existing contract (the “assignor”) hands off the contract’s obligations and benefits toLOGIN | QUEST TRUST
client portal login. Remember me. Forgot Password? CAN I MOVE MY 401K INTO A SELF DIRECTED IRA? LOGIN TEMPLATE TITLE client portal login. Remember me. Forgot Password? PAY WITH DIRECT BANK PAYMENT (ACH) I highly recommend Quest Trust Company. I highly recommend Quest Trust Company to anyone that wants to take control of their financial future. Our family has been thoroughly impressed with the quality of the customer service we’ve received over the past few years, not to mention the top-notch online and in-person education they provide. FIXED ANNUITIZATION FOR EARLY WITHDRAWALS FROM YOUR SELF Fixed Annuitization. The fixed annuitization method provides the starting account balance by a factor taken from the IRS tables, which is based on mortality rates and a “reasonable” interest rate that cannot be less than 120% of the federal midterm rate. Essentially this method calculates the present value of a $1 per year lifetime annuity PREMIER SELF DIRECTED IRA CUSTODIAN 5 Steps to purchasing Real Estate, Notes, and other private investments in your Self-Directed IRA. Quest Trust Company makes the process of buying private assets with your Self-Directed IRA, smooth and painless. Take a look at these common investment options and theprocess by
OPEN A SELF-DIRECTED IRA TODAY 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 administeringaccount
DOWNLOADABLE SELF-DIRECTED IRA FORMS Downloadable Forms. Submit Your Forms: Quest Trust Company has released a new feature for clients, new and old, to upload their documents securely! Access this by going to Upload.QuestTrustCompany.com. Once the required information is filled out, upload the document, and select which department you want it to go to. You’re done! ACCOUNT ADMINISTRATION Below is the fee schedule for accounts at Quest Trust Company. The fee schedule is one of the four components required to open a self-directed account with Quest Trust Company, but can also be used to change fee or payment options at a later date. For any questions or concerns, please contact us Billing@QuestTrust.com or at 855-386-4727. SELF-DIRECTED IRA FOR REAL ESTATE Investor Awareness: Due Diligence with Real Estate; F.A.Q. Real Estate in your IRA.; AMORTIZATION SCHEDULE (IF APPLICABLE) – An amortization schedule is a table that lists each regular payment on a mortgage over time. ASSIGNMENT CONTRACT – An assignment of contract occurs when one party to an existing contract (the “assignor”) hands off the contract’s obligations and benefits toLOGIN | QUEST TRUST
client portal login. Remember me. Forgot Password? CAN I MOVE MY 401K INTO A SELF DIRECTED IRA? LOGIN TEMPLATE TITLE client portal login. Remember me. Forgot Password? PAY WITH DIRECT BANK PAYMENT (ACH) I highly recommend Quest Trust Company. I highly recommend Quest Trust Company to anyone that wants to take control of their financial future. Our family has been thoroughly impressed with the quality of the customer service we’ve received over the past few years, not to mention the top-notch online and in-person education they provide. FIXED ANNUITIZATION FOR EARLY WITHDRAWALS FROM YOUR SELF Fixed Annuitization. The fixed annuitization method provides the starting account balance by a factor taken from the IRS tables, which is based on mortality rates and a “reasonable” interest rate that cannot be less than 120% of the federal midterm rate. Essentially this method calculates the present value of a $1 per year lifetime annuity SELF-DIRECTED IRA INVESTMENTS 5 EASY STEPS TO PURCHASING ASSETS WITH YOUR QUEST SELF-DIRECTED IRA. Step 1) Open your Quest Trust Company Account. Select the type of account you would like to open and mail/fax/email your completed paperwork to our office. Your account will be open in 24-48 hours once we have received the paperwork. Step 2) Fund your Quest Trust Companyaccount.
ACCOUNT ADMINISTRATION Below is the fee schedule for accounts at Quest Trust Company. The fee schedule is one of the four components required to open a self-directed account with Quest Trust Company, but can also be used to change fee or payment options at a later date. For any questions or concerns, please contact us Billing@QuestTrust.com or at 855-386-4727. GENERAL CONTACT INFORMATION Dallas Office. 14860 Montfort Dr., Suite 209. Dallas, TX 75254. Toll Free: 855-FUN-IRAS (855-386-4727) info@QuestTrust.com. Special Department Emails. This employee directory is provided as a resource to aid in conducting business with Quest Trust Company, Inc. Self-Directed IRA Questions: info@QuestTrust.com. WE WANT TO HEAR FROM YOU! Since opening our doors in 2003, we have made it our mission to provide the highest quality of customer service to our clients. At Quest Trust Company, you -the client -come first and we welcome the opportunity to continue to improve your overall experience. We are constantly looking for new ways to make your clientQUEST DIFFERENCE
unlock Your Financial Future &EXPERIENCE THE QUEST DIFFERENCE start now Take the reins back on your retirement with a Self-Directed IRA and invest in the things you know best! Now is a better time than ever to take control of your financial future – You have more options than you think! REAL ESTATE PROMISSORY NOTES QUEST TRUST FEES EXPLAINED As you shop around, you’ll see our fees are remain average with other custodians in the industry. We are confident that our service will show any potential or current client the value of Quest Trust Company. If you have questions about our services or fees, give us a call at 281.492.3434. HOW TO TAKE A DISTRIBUTION FROM YOUR SDIRA It may seem self-explanatory when it comes to the ways to put money INTO your IRA, but what about taking it OUT? You might need to take money out of your account for various personal reasons that are not related to your investments, so it’s important to know how to take a WE ARE EXPERIENCING ISSUES WITH OUR PHONE SYSTEM In the meantime, we encourage you to use the LIVE Chat feature on our website to chat in real time with one of our representatives. Our staff is also able to make outbound calls, if you would prefer to leave a voice message through our main line. PAY WITH DIRECT BANK PAYMENT (ACH) I highly recommend Quest Trust Company. I highly recommend Quest Trust Company to anyone that wants to take control of their financial future. Our family has been thoroughly impressed with the quality of the customer service we’ve received over the past few years, not to mention the top-notch online and in-person education they provide. MEET THE MANAGEMENT & EDUCATION TEAM Transactions Manager. The Transactions Team works with existing clients to purchase and maintain investments held within the client’s retirement account. The Department is made up of 3 sub-departments: Notes, Real Estate, and Private Entities. PREMIER SELF DIRECTED IRA CUSTODIAN 5 Steps to purchasing Real Estate, Notes, and other private investments in your Self-Directed IRA. Quest Trust Company makes the process of buying private assets with your Self-Directed IRA, smooth and painless. Take a look at these common investment options and theprocess by
OPEN A SELF-DIRECTED IRA TODAY 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 administeringaccount
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client portal login. Remember me. Forgot Password? DOWNLOADABLE SELF-DIRECTED IRA FORMS Downloadable Forms. Submit Your Forms: Quest Trust Company has released a new feature for clients, new and old, to upload their documents securely! Access this by going to Upload.QuestTrustCompany.com. Once the required information is filled out, upload the document, and select which department you want it to go to. You’re done! ACCOUNT ADMINISTRATION Below is the fee schedule for accounts at Quest Trust Company. The fee schedule is one of the four components required to open a self-directed account with Quest Trust Company, but can also be used to change fee or payment options at a later date. For any questions or concerns, please contact us Billing@QuestTrust.com or at 855-386-4727. SELF-DIRECTED IRA FOR REAL ESTATE Investor Awareness: Due Diligence with Real Estate; F.A.Q. Real Estate in your IRA.; AMORTIZATION SCHEDULE (IF APPLICABLE) – An amortization schedule is a table that lists each regular payment on a mortgage over time. ASSIGNMENT CONTRACT – An assignment of contract occurs when one party to an existing contract (the “assignor”) hands off the contract’s obligations and benefits to CAN I MOVE MY 401K INTO A SELF DIRECTED IRA? LOGIN TEMPLATE TITLE client portal login. Remember me. Forgot Password? PAY WITH DIRECT BANK PAYMENT (ACH) I highly recommend Quest Trust Company. I highly recommend Quest Trust Company to anyone that wants to take control of their financial future. Our family has been thoroughly impressed with the quality of the customer service we’ve received over the past few years, not to mention the top-notch online and in-person education they provide. FIXED ANNUITIZATION FOR EARLY WITHDRAWALS FROM YOUR SELF Fixed Annuitization. The fixed annuitization method provides the starting account balance by a factor taken from the IRS tables, which is based on mortality rates and a “reasonable” interest rate that cannot be less than 120% of the federal midterm rate. Essentially this method calculates the present value of a $1 per year lifetime annuity PREMIER SELF DIRECTED IRA CUSTODIAN 5 Steps to purchasing Real Estate, Notes, and other private investments in your Self-Directed IRA. Quest Trust Company makes the process of buying private assets with your Self-Directed IRA, smooth and painless. Take a look at these common investment options and theprocess by
OPEN A SELF-DIRECTED IRA TODAY 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 administeringaccount
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client portal login. Remember me. Forgot Password? DOWNLOADABLE SELF-DIRECTED IRA FORMS Downloadable Forms. Submit Your Forms: Quest Trust Company has released a new feature for clients, new and old, to upload their documents securely! Access this by going to Upload.QuestTrustCompany.com. Once the required information is filled out, upload the document, and select which department you want it to go to. You’re done! ACCOUNT ADMINISTRATION Below is the fee schedule for accounts at Quest Trust Company. The fee schedule is one of the four components required to open a self-directed account with Quest Trust Company, but can also be used to change fee or payment options at a later date. For any questions or concerns, please contact us Billing@QuestTrust.com or at 855-386-4727. SELF-DIRECTED IRA FOR REAL ESTATE Investor Awareness: Due Diligence with Real Estate; F.A.Q. Real Estate in your IRA.; AMORTIZATION SCHEDULE (IF APPLICABLE) – An amortization schedule is a table that lists each regular payment on a mortgage over time. ASSIGNMENT CONTRACT – An assignment of contract occurs when one party to an existing contract (the “assignor”) hands off the contract’s obligations and benefits to CAN I MOVE MY 401K INTO A SELF DIRECTED IRA? LOGIN TEMPLATE TITLE client portal login. Remember me. Forgot Password? PAY WITH DIRECT BANK PAYMENT (ACH) I highly recommend Quest Trust Company. I highly recommend Quest Trust Company to anyone that wants to take control of their financial future. Our family has been thoroughly impressed with the quality of the customer service we’ve received over the past few years, not to mention the top-notch online and in-person education they provide. FIXED ANNUITIZATION FOR EARLY WITHDRAWALS FROM YOUR SELF Fixed Annuitization. The fixed annuitization method provides the starting account balance by a factor taken from the IRS tables, which is based on mortality rates and a “reasonable” interest rate that cannot be less than 120% of the federal midterm rate. Essentially this method calculates the present value of a $1 per year lifetime annuity SELF-DIRECTED IRA INVESTMENTS 5 EASY STEPS TO PURCHASING ASSETS WITH YOUR QUEST SELF-DIRECTED IRA. Step 1) Open your Quest Trust Company Account. Select the type of account you would like to open and mail/fax/email your completed paperwork to our office. Your account will be open in 24-48 hours once we have received the paperwork. Step 2) Fund your Quest Trust Companyaccount.
ACCOUNT ADMINISTRATION Below is the fee schedule for accounts at Quest Trust Company. The fee schedule is one of the four components required to open a self-directed account with Quest Trust Company, but can also be used to change fee or payment options at a later date. For any questions or concerns, please contact us Billing@QuestTrust.com or at 855-386-4727. GENERAL CONTACT INFORMATION Dallas Office. 14860 Montfort Dr., Suite 209. Dallas, TX 75254. Toll Free: 855-FUN-IRAS (855-386-4727) info@QuestTrust.com. Special Department Emails. This employee directory is provided as a resource to aid in conducting business with Quest Trust Company, Inc. Self-Directed IRA Questions: info@QuestTrust.com. QUEST TRUST FEES EXPLAINED As you shop around, you’ll see our fees are remain average with other custodians in the industry. We are confident that our service will show any potential or current client the value of Quest Trust Company. If you have questions about our services or fees, give us a call at 281.492.3434.QUEST DIFFERENCE
unlock Your Financial Future &EXPERIENCE THE QUEST DIFFERENCE start now Take the reins back on your retirement with a Self-Directed IRA and invest in the things you know best! Now is a better time than ever to take control of your financial future – You have more options than you think! REAL ESTATE PROMISSORY NOTES HOW TO TAKE A DISTRIBUTION FROM YOUR SDIRA It may seem self-explanatory when it comes to the ways to put money INTO your IRA, but what about taking it OUT? You might need to take money out of your account for various personal reasons that are not related to your investments, so it’s important to know how to take aQTC INVESTMENT HUB
Quest Trust Company is proud to introduce our new QTC Investment Hub. With this new feature, you can now submit investments directly through the client portal and track your investments live! Now more than ever, we see the importance of being able to conduct your business and manage your accounts virtually. With our new client portal features MEET THE MANAGEMENT & EDUCATION TEAM Transactions Manager. The Transactions Team works with existing clients to purchase and maintain investments held within the client’s retirement account. The Department is made up of 3 sub-departments: Notes, Real Estate, and Private Entities. PAY WITH DIRECT BANK PAYMENT (ACH) I highly recommend Quest Trust Company. I highly recommend Quest Trust Company to anyone that wants to take control of their financial future. Our family has been thoroughly impressed with the quality of the customer service we’ve received over the past few years, not to mention the top-notch online and in-person education they provide. QUEST TRUST COMPANY FEES |QUEST TRUST COMPANY Quest Trust Company Fees. Below is the fee schedule for accounts at Quest Trust Company. The fee schedule is one of the four components required to open a self-directed account with Quest Trust Company, but can also be used to change fee or payment options at a later date. The IRA Fee Schedules are included in the respective Open An Account Kits. COVID-19 UPDATE:Click here for more information and important updates from Quest Trust Company.Skip to content
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THE SELF-DIRECTED IRA A Self-Directed IRA is one that permits the account owner to invest their retirement account in what they know best, free from the investment restrictions imposed by a more traditional brokerage style account. What does that mean for investors? With a Self-Directed IRA, you have the ability to truly diversify your investment portfolio and choose from the broadest possible spectrum of investments, including those not traded on a stock exchange. With this freedom of choice on investments comes the responsibilityfor DUE DILIGENCE.
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WEEKLY SDIRA WEBINARS Our weekly Quest webinars give you access to unlimited free education! Get the knowledge to help grow your retirement at one of our weekly classes on Tuesdays and Thursdays at 12PM CT!Register Now
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GET A FREE TOASTER WITH YOUR NEW SDIRA! You may remember when small banks use to give away free toasters and other freebies to clients who opened a new checking account with them. For the month of June we are brining back this tradition, as a fun way to remember the good old days and pay homage to banks.Register Now See
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QUEST SUMMER INTENSIVE Change the way you look at investing events and real estate training with our brand new, multi-day workshop… THE QUEST SUMMERINTENSIVE!
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INTRODUCING OUR NEW QTC INVESTMENT HUB! With this new feature, you can now submit investments directly through the client portal and track your investments in real time!Register Now
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TAX FILING DEADLINE EXTENSION The Internal Revenue Service announced in February that Texans now have until June 15, 2021, to file various individual and business tax returns and make tax payments due to the winter storms in February.Register Now
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SET A CHILD YOU LOVE UP FOR SUCCESS WITH QUEST’S SPECIAL COVERDELLESA PROMOTION!
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QUEST VIRTUAL NETWORKING HAPPY HOUR Quest is giving you the chance to network and share your deals and services with new faces every 1st and 3rd Wednesday of the month!Register Now
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GET A FREE TOASTER WITH YOUR NEW SDIRA! You may remember when small banks use to give away free toasters and other freebies to clients who opened a new checking account with them. For the month of June we are brining back this tradition, as a fun way to remember the good old days and pay homage to banks.Register Now See
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START TAKING CONTROL Quest Trust Company, the premier Self-Directed IRA custodian, gives you the freedom to purchase almost any type of investment. Common investment choices include all types of real estate, newly created and existing promissory notes, LLCs, limited partnerships, private stock, trusts, oil and gas, tax liens, and much more. All types of IRAs, including Traditional, Roth, SEP, and SIMPLE IRAs, as well as Coverdell Education Savings Accounts (CESAs) and Health Savings Accounts (HSAs), can be Self-Directed. Take control of your retirement with a Quest Self-Directed IRA. WHAT IS IT LIKE TO WORK WITH QUEST TRUST COMPANY? Here’s what our customer have to say!Video Player
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ASK THE SELF-DIRECTED IRA EXPERTS, INCLUDING H. QUINCY LONG HIMSELF Quest Trust Company is founded and operated by some of the most highly recognized experts in the Self-Directed IRA community. Our founder H. Quincy Long shares his thoughts on Self-Directed IRA investing, and also gives you the opportunity to ask your most important questions.Ask Questions
5 STEPS TO PURCHASING REAL ESTATE, NOTES, AND OTHER PRIVATE INVESTMENTS IN YOUR SELF-DIRECTED IRA Quest Trust Company makes the process of buying private assets with your Self-Directed IRA, smooth and painless. Take a look at these common investment options and the process by which to fund them.See the Options
THE QUEST DIFFERENCE When picking your self-directed IRA custodian it is important to consider both price and service. Quest Trust Company prides itself on having World Class Customer Service at the most competitive prices inthe industry.
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I ONLY WISH I HAD FOUND OUT ABOUT SELF-DIRECTED IRAS Our family has had multiple IRA accounts with Quest for several years now. I only wish I had found out about Self-Directed IRAs and Quest years ago. But better late than never. The folks at Quest truly go out of their way to “make your day.” #MadeYourDay The response time is phenomenal and the education… Read more “I only wish I had found out about self-directed IRAs”Jim M.
QUEST TRUST COMPANY IS A FABULOUS COMPANY… Quest Trust Company is a fabulous company that provides a ton of training, seminars, and special events to network and learn how to put your IRA money in alternative investments. All the employees are well trained and always helpful to answer any questions you might have on self directing your IRA. They are very prompt… Read more “Quest Trust Company is a fabulous company…”Diane K
IT WAS AMAZING HOW WELL YOUR COMPANY FUNCTIONED “…Thank your for your email this morning and thank you for all of your help and guidance throughout the process of closing out this project. It was not an easy project on our side and I don’t know if it would have worked out in a positive way without your help and the help from… Read more “It was amazing how well your companyfunctioned”
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5 STEPS TO PURCHASING REAL ESTATE, NOTES, AND OTHER PRIVATE INVESTMENTS IN YOUR SELF-DIRECTED IRA Quest Trust Company makes the process of buying private assets with your Self-Directed IRA, smooth and painless. Take a look at these common investment options and the process by which to fund them.See the Options
DISCLAIMER: Quest Trust Company does not render tax, legal, accounting, investment, or other professional advice. If tax, legal, accounting, investment, or other similar expert assistance is required, the services of a competent professional should be sought.Details
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