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Video Library

Welcome to the Quest Educational Video Library! Here you can find recorded video resources for Self-Directed IRAs, alternative investing, wealth building strategies, retirement planning and much more.

How to (Borrow) and Lend More Private Money with Self-Directed IRAs January 22, 2024 How to (Borrow) and Lend More Private Money with Self-Directed IRAs Private money lending can be one of the safest, most secure, and predictable ways to invest your self-directed IRA. Learn about notes and the benefits of this passive investment within your IRA. Your #1 Guide to Building True Tax-Free Wealth January 22, 2024 Your #1 Guide to Building True Tax-Free Wealth By using a Self-Directed IRA, you can establish long term wealth, decrease taxation, and maximize your income and profits. Real Estate Options: Learn About This Creative Investment “Option” for Small IRAs January 22, 2024 Real Estate Options: Learn About This Creative Investment “Option” for Small IRAs H. Quincy Long will talk about the power of using Real Estate Options as an investment strategy, which is one of the most underutilized investment strategies in self-directed IRAs. Special Accounts for Special Expenses: How Investors Can Pay for Health and Education Tax Free January 22, 2024 Special Accounts for Special Expenses: How Investors Can Pay for Health and Education Tax Free Watch this class and learn more about tax free distributions from these specialty plans. Prohibited Transactions: An Analysis of What NOT To Do in Your IRA January 22, 2024 Prohibited Transactions: An Analysis of What NOT To Do in Your IRA Prohibited transactions are an area of confusion for investors with self-directed retirement plans. Learn how to identify what is considered a prohibited transaction. Retire Your Way: The Solo 401K Strategy for Entrepreneurs January 22, 2024 Retire Your Way: The Solo 401K Strategy for Entrepreneurs Discover the power of the Solo 401k for small business owners without employees. Uncover its benefits & the main administration frustrations, along with how Quest’s new platform resolves these issues. Problems & Solutions in Buying Commercial Property & Other Entities in an IRA January 22, 2024 Problems & Solutions in Buying Commercial Property & Other Entities in an IRA Self-Directed IRAs offer investors the chance to choose from a range of private assets like LLCs, JVs, LPs, and trusts. Discover common investment issues and ways to steer clear of them. Real Estate in an IRA: Sticky Situations and How They Can be Solved January 22, 2024 Real Estate in an IRA: Sticky Situations and How They Can be Solved In this class, we'll tackle the common problems faced by real estate investors, offering solutions for various scenarios that arise when dealing with real estate in Self-Directed IRAs. How to Invest with $10k or Less January 22, 2024 How to Invest with $10k or Less Join this webinar to learn how to maximize your IRA with just $10,000 or less. We'll delve into innovative investment tactics like partnering, options trading, and subject-to property purchases. Maximizing Your Self-Employment Income with a Solo 401k, SEP IRA, or SIMPLE IRA January 22, 2024 Maximizing Your Self-Employment Income with a Solo 401k, SEP IRA, or SIMPLE IRA In this class, we'll explore Quest's tax-advantaged employer plans & strategize with SEP IRA, SIMPLE IRA, & Solo 401k accounts for optimal benefits. Analyzing SDIRA Case Studies: The Good, The Bad, and The Ugly January 22, 2024 Analyzing SDIRA Case Studies: The Good, The Bad, and The Ugly Join our class for real-life case studies of Quest Clients and their stories. Learn from both successful investments and unexpected challenges so you can learn from their experience. What’s the Big Deal About UBIT? January 22, 2024 What’s the Big Deal About UBIT? Discover investments that could trigger tax liabilities for your retirement plan. Understand when investments may lead to UBIT for your IRA and assess if the potential risks are worthwhile.
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Learn how Quest clients have used self-directed accounts to take control of their investing

Get inspired with real life case studies from Quest clients and see different examples of how they successfully invested their funds into alternative assets.




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