Anyone who is dealing with self-directed employer plans needs the help of an IRA specialist to make transactions smoother and faster. Certified IRA Specialist Rebecca Miller from Quest Trust Company explains the different self-directed plans available to employers. Noting the importance of having someone do the custodial work and bookkeeping of your 401(k), she shares about her company’s role in helping you set up your 401(k) plan. Rebecca also discusses the pros and cons … Read More
EP 466 – Next Generation Wealth Building with Derreck Long
The common age for investors to show up in the investing scene is usually at their middle age or later. From there, they would have to still wait before their efforts come to fruition. Instant gratification in investing does not happen. If it takes a lot longer before you reap anything, then why not start younger? Scott Carson talks with Derreck Long from Quest Trust Company about how the next generation can build long-term … Read More
EP 248 – Learn The Secrets to Million Dollar Savings Using Self-Directed IRA Accounts with Anne Marie Hollonds
Anne Marie Hollonds of Quest IRA discusses how you can put your money into work by opening self-directed IRA accounts either in real estate, private lending, or other investment vehicles. Anne Marie also shares their upcoming events and what they’re doing with education to help clients engage and build their financial goals. They regularly do free classes about notes, commercial deals, flipping, and other areas that people are interested which they share through Zoom … Read More