Timothy Sumer

IRA transfer vs rollover — it’s one of the first questions new SDIRA investors ask. Learn about each funding method so you can choose the option that’s right for you. In this video, John Paul Ruiz dives into the pros and cons of each funding method: transfers, rollovers, and contributions. He also highlights some of the most essential rollover rules to follow in order to maintain your SDIRA’s good standing. If you want even more in-depth information, be sure to read through our blog post, IRA Transfer vs. Rollover: What's the Difference? Timestamps: 0:00 | Intro 0:30 | What’s the Difference Between an IRA Transfer and Rollover? 0:54 | What is a Transfer? 1:31 | What is a Direct Rollover? 2:20 | What is an Indirect Rollover? 4:00 | Rollover Rules to Keep in Mind 5:54 | What about Contributions? 6:52 | Learn More about IRA Funding Methods Disclaimer: All IRA investments have risk and investment decisions should be made with the help of an experienced professio

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 )

In this episode of JB Answers! John breaks down how Roth IRAs differ from Traditional! Still have questions? Submit yours now followed by #AskETC #rothira #education #youtubeshorts #youtube #IRA #investors #investing #realestateinvesting... ( read more ) LEARN MORE ABOUT: IRA Accounts INVESTING IN A GOLD IRA: Gold IRA Account INVESTING IN A SILVER IRA: Silver IRA Account REVEALED: Best Gold Backed IRA What's the difference between a Traditional and Roth IRA? When it comes to planning for retirement, Individual Retirement Accounts (IRAs) are an excellent tool that offer tax advantages. However, not all IRAs are created equal. Two popular types of IRAs are Traditional and Roth IRAs. Understanding the differences between them can help you make an informed decision about which one best suits your needs. 1. Tax Treatment: The key difference between Traditional and Roth IRAs lies in their tax treatment. With a Traditional IRA, contributions may be ta

So, you want a Solo 401k. It's not as simple as just filling out an application like a normal IRA. Haley Gant, CISP, goes over all the steps you need to take in order to successfully open up a Solo 401k! 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 ) LEARN MORE ABOUT: 401k Plans REVEALED: Best Investment

The Roth IRA is a fantastic investment tool to utilize whether you're of retirement age or in your 20's. However; young people might not know its full value besides it being a retirement account . Juan Deshon, CISP, goes over everything a young person needs to know about the Roth IRA and how you can even access funds now to pay for things like your first home or higher education! 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, C

One way to fund your retirement is to establish an IRA, but like many Americans, you might have questions about the different types of IRAs. If you find yourself asking questions like “what are the benefits of self-directed IRAs?” and “Can I start an IRA even if I already have a 401k?”, you can find these answers, and more, in today’s episode of “Your Gold Questions | Answered.” For more information about how you can protect your assets with physical silver and gold, please call: 833-553-5080 More information can also be found on our website: Download your free Gold Information Kit here: ... ( read more ) LEARN MORE ABOUT: Precious Metals IRAs HOW TO INVEST IN GOLD: Gold IRA Investing HOW TO INVEST IN SILVER: Silver IRA Investing REVEALED: Best Investment During Inflation retirement planning is an important part of financial planning that can help you prepare for a secure future. An Individual retirement account (IRA) is a popular option for ret

If you're self-employed, you have probably heard of either the SEP IRA or the Solo 401k... But which is better? Haley Gant, CISP, discusses the benefits and pitfalls of both accounts and what might interest you to pick one retirement account over the other. 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 ) L

Did you know that a baby can have a Roth IRA? There is a way! Haley Gant, CISP, goes over how a child can have earned income in order to make contributions to a Roth IRA so they can have tax-free money in their future! 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 ) LEARN MORE ABOUT: IRA Accounts INVESTING IN

Did you know that you could take money from your Roth IRA before the age 59.5? Check out this video over the order in which you can take out money from your Roth IRA before retirement! 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. Ready for more great content? Be sure to visit our website for FREE weekly online classes! Have questions? Get a consultation today! Call us at 855-FUN-IRAS or email us at IRASpecialists@QuestTrust.com... ( read more ) LEARN MORE ABOUT: IRA Accounts INVESTING IN A GOLD IRA: Gold IRA Account INVESTING IN A SILVER IRA: Silver IRA Account REVEALED: Best Gold Backed IRA When Can I Take Money Out of My Roth IRA? A Roth IRA is a retirement savings account that allows you to make contributions with after-tax doll

In this video, we’re going to discuss what alternative assets you can invest in with a Self-Directed IRA. The beauty of a Self-Directed IRA is that you can invest in almost any asset! Learn more about what you can invest in with a Self-Directed IRA: Stay connected with Madison Trust: LinkedIn: Facebook: Twitter: Vimeo: The Self Directed IRA Made Easy YouTube Channel: Madison Trust Company YouTube Channel: Video Transcript: In this video, we’re going to discuss what you can invest in with a Self-Directed IRA. A Self-Directed IRA is a retirement account that allows you to invest in alternative assets. The beauty of a Self-Directed IRA is that you can invest in almost any asset! In fact, the IRS has documented only three types of investments that are off-limits: collectibles, s-corporation stock, and life insurance. Now that we’ve talked about what you can’t invest in, you may be wondering, what can I invest in? If you’re looking to invest in real estate,

Private placements in a self-directed IRA are investments in privately held entities, such as companies, small businesses, or funds. Your IRA can invest directly into a company or it can invest in a fund with other investors. It can also loan money to a business in the form of a debenture or convertible note. Dividends are tax sheltered, deposited directly into your IRA. Learn how to invest with your self-directed IRA at ... ( read more ) LEARN MORE ABOUT: IRA Accounts TRANSFER IRA TO GOLD: Gold IRA Account TRANSFER IRA TO SILVER: Silver IRA Account REVEALED: Best Gold Backed IRA https://inflationprotection.org/investing-in-private-placements-with-a-self-directed-ira/?feed_id=55952&_unique_id=63b1effe9acb9 #Inflation #Retirement #GoldIRA #Wealth #Investing #alternativeinvesting #FinancialServices #investinginprivateplacements #PrivateEquity #privateplacementinvesting #privateplacements #privatestock #selfdirectedira #SelfDirectedIRA #altern

Private debt is a unique opportunity for investors to capitalize on debt that’s incurred by individuals, companies, and corporations of varying sizes. What makes this opportunity so distinctive is that you have the ability to purchase the debt and collect the interest — all on a tax-advantaged basis.... ( read more ) LEARN MORE ABOUT: IRA Accounts TRANSFER IRA TO GOLD: Gold IRA Account TRANSFER IRA TO SILVER: Silver IRA Account REVEALED: Best Gold Backed IRA https://inflationprotection.org/investing-in-private-debt-with-a-self-directed-ira/?feed_id=54727&_unique_id=63ad43a66b2da #Inflation #Retirement #GoldIRA #Wealth #Investing #retirementplanning #wealthmanagement #AlternativeAssets #alternativeinvesting #ira #privatedebt #Retirement #sdira #selfdirectedira #SelfDirectedIRA #retirementplanning #wealthmanagement #AlternativeAssets #alternativeinvesting #ira #privatedebt #Retirement #sdira #selfdirectedira

Listen as our guest presenter, Paul Henderson, discusses how to purchase residential foreclosures from the clerk of courts. Buying auction property presents a unique opportunity to real estate investors. Whether you are buying it within your IRA or personally, the objective is still the same - acquire real estate at a discounted price. But when it comes to buying rehab/foreclosure property, there are a lot of moving parts. Paul Henderson will thoroughly educate on the foreclosure process, pre-auction activities/research, and ways to effectively take possession of auction property. There is a common misconception that you can’t buy auction property using your self-directed IRA, since at the auction they require proof of funds, which can take time for the custodian to provide. NuView Director of Retail Sales Nate Hare will also show you how to attend auctions with your IRA funds ready to be invested and used to bid. If this was helpful to you, make sure to stay connecte

Solo 401k accounts are one of the most powerful types of accounts you can self direct, however; they do follow a different set of rules compared to IRAs. This includes how they are funded (correctly). Juan Deshon, CISP and 401k Expert, dives in to the reporting that comes with rolling over and transferring funds to a Solo 401k account . 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. Ready for more great content? Be sure to visit our website for FREE weekly online classes! Have questions? Get a consultation today! Call us at 855-FUN-IRAS or email us at IRASpecialists@QuestTrust.com... ( read more ) LEARN MORE ABOUT: IRA Accounts CONVERTING IRA TO GOLD: Gold IRA Account CONVERTING IRA TO SILVER: Silver IRA Account REVEALED: Best Gold Backed I

Oops - You put too much money in your IRA! Now what? Haley Gant, CISP, offers a few solutions to solve that problem when faced with an excessive contribution to an IRA, however; it is always recommended to speak with your CPA or Tax Advisor on the matter. 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 ) LEARN MORE

In this snippet of episode 2 we describe how to beat inflation with alternative investing. Are you unsure about investing in the current stock market but you still want to invest? Try alternative investing. In this episode we discuss how to beat or hedge against inflation by investing in alternative investments. Alternative investments that are high yield and provide a return at a higher rate than inflation are a good way to have favorable returns considering the current economic conditions. We discuss a few alternative investment platforms to try, like peer-to-peer lending and equity opportunities. Including investing in start up companies. Subscribe to In Our Bag Podcast #investing #alternativeinvestments #alternativeinvestmentstostocks #bearmarket #inflationhedge #financialliteracy #bullmarket #alternativeinvestment #investingforbeginners #highyield #inflationrate #inflation2022 #beatinflation #inflationhack Full Episode link: Follow us: Instagram: Twitt

you've heard of the power of Self-Directed IRAs. "Now...Should I choose a Traditional IRA or a Roth IRA? Which account is best for me?" Both are phenomenal accounts that offer their own benefits. It truly depends on what you are looking for! Juan Deshon, CISP goes over some of the key differences of the Traditional IRA versus Roth IRA and how you might choose one over the other. 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 Speci