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 ) ...

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 ...

In this video I am going to Easily Explain what is a Roth IRA? What is a Traditional IRA? What are the similarities between a Roth IRA vs Traditional IRA? What is better a traditional IRA or a Roth IRA? Which should you choose a Traditional IRA or a Roth IRA? Both of these accounts are individual retirement accounts, which means you can have them in ADDITION to your employer sponsored retirement plans such as your 401k, 403b, etc. The deadline to contribute to both of these accounts is April 15th - because there are contribution limits! Both the traditional and the ROTH IRA, the max you can contribute to it is $6000 per year as of 2021, and $7000 per year if you're over the age of 50. You cannot contribute $6000 each to both a ROTH and the Traditional IRA, the max contribution is $6000 across both accounts. The biggest difference between the ROTH IRA and the Traditional IRA is how they are taxed. In a TRADITIONAL IRA, your get a tax deduction for your contributions dire...

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...

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...

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 ...