Timothy Sumer

When opening an investment account, it is important to do your due diligence. Investment due diligence will help you make the right investment choice for you. Nicole Fanaff, CISP, goes over some important highlights from the Quest Blog which can be found here! 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. Thank you for watching this video! Please remember to like and subscribe to see more IRA and educational content, and check out our channel for more videos! Also, be sure to visit our website for FREE weekly online classes! For any other information on our company, or for setting up your free consultation with an IRA Specialist, Call us at 855-FUN-IRAS or email us at IRASpecialists@QuestTrust.com today! Facebook: LinkedIn: ... ( read more )

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Know the limits on Self-Directed IRA Investments? There aren't many. Join Adam Bergman as he outlines how to diversify with a Self-Directed IRA! Interested in learning more about never paying tax? -- Learn more about the Roth IRA: -- Learn more about the Backdoor Roth: Learn more about the Solo 401(k): -- Discover more videos by IRA Financial: Subscribe to our channel: -- About IRA Financial: IRA Financial Group was founded by Adam Bergman, a former tax and ERISA attorney who worked at some of the largest law firms. During his years of practice, he noticed that many of his clients were not even aware that they can use an IRA or 401(k) plan to make alternative asset investments, such as real estate. He created IRA Financial to help educate retirement account holders about the benefits of self-directed retirement plan solutions. Learn More: #SDIRA #Solo401k... ( read more ) LEARN MORE ABOUT: IRA Accounts TRANSFER IRA TO GOLD: Gold IRA Account