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Results (2439)
Aaron Fischer Transition to Inspira Financial Trust from Quest Trust Company
21 January 2025 | 3 replies

I was a relatively happy Quest Trust Company Gold Family client for over 10 years.  Now, my accounts are managed by Inspira Financial Trust. If you've been part of this migration from Quest to Inspira, how is going?  ...

Tina Artigliere Quest Trust Suddenly Closed down Administration on their Solo 401K Plans
17 January 2025 | 24 replies

I was impressed by Quest Trust when I went to their Expo in September of 2022.  Based on speaking with them their, I paid a rather hefty fee to transfer my solo 401K to them and have it reinstated and the fee covered ...

Alan Faitel 401k, looking for a lawyer to help set it up
20 September 2018 | 13 replies

I have a 401k, looking for a lawyer to help me set up it up. its at quest and solera

Tim Phelan New from Mountain View, California
13 March 2020 | 10 replies

Hi folks, Here's a slightly condensed version of my profile:I've been a property manager for over a decade and am now starting my own business that will focus on corporate housing rentals. I live in the prime location...

Michael Sholtis IRA Partnering Land Trust
2 November 2019 | 11 replies

I am in the process of partnering to buy a investment property with another party in WV. I have 1/2 of the funds in my IRA, he as the other half not in an IRA. I familiar with setting up trusts but have never used my ...

Nick Jacaruso Property mananger????
24 March 2016 | 3 replies

Hey guys hope you're having a great day!I wanted to get some opinions on what the best route would be for transisitiong from my current job into a real estate job to learn from the ground up. I stayed up late last nig...

Erik Caffee Self Directed 401k/IRA accounts
19 May 2023 | 2 replies

Hello everyone, 

I am a commercial real estate agent in the Northern Colorado area. I have a client who inquired me about self directed 401K's/IRA's, not so much as to how they work, but to find companies/managers ...

Beary Bowles Airbnb/roommate won't leave during eviction, now she's crazy
16 December 2020 | 2 replies

This is going to be interesting.  I have a 5 bedroom house that I've been using for Airbnb and also occasionally roommates.  During the quest stay, I agreed to have a verbal agreement with a roommate for $140 a week. ...

Auspria Wade Grand Rapids, MI self directed IRA
2 January 2015 | 9 replies

Hi,I am looking into rolling over money from my 403b to a self directed IRA.  Does anyone have experience with anyone here in town?  I would like to use someone local instead of an online organization.

John Jasko IRA custodians that allow Real Estate investments
31 October 2022 | 6 replies

I am considering a rollover from a previous employer's IRA to a new custodian that will permit investments in real estate, particularly syndications as an LP.  I have come across Advanta IRA, Provident Trust Group, an...