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