All Forum Posts by: Haley Gant

Hi @Kevin Allen, yes, you can partner an IRA with non-IRA funds, and essentially divide up the percentages of ownership on the investment. It is important to remember that if you do this, each party needs to pay for expenses proportionately based on the percentages of ownership, and profits will be split accordingly as well. Partnering can be a great strategy to grow a small IRA, use multiple IRAs together, or to use both your IRA and your own personal funds together for an investment.

Haley Gant, CISP

Quest Trust Company | www.QuestTrustCompany.com  | 855-FUN-IRAS

Hey AJ! There are several things you would want to look for when choosing where to self-direct your funds. A solo 401k can be a great option if you qualify for it, but it might not be the best option for everyone. If you decide to rollover your funds into a self-directed IRA, some things to look out for would be custodial fees (every custodian has a different fee structure), funding turn-around time, online account access, customer service (HUGE when investment deadlines are coming up), and knowledge and expertise over self-directed investments and IRS rules (this is extremely helpful when you are new to self-directing, you want to make sure you work with a custodian who can help answer these types of questions for you).

As far as finding syndications, I've found that plugging into local networking groups can be super helpful, and there are several multi-family investment groups throughout the US that have investors and syndicators in a lot of the major markets. Hopefully that helps a little bit! 

Haley Gant, CISP

Quest Trust Company | www.QuestTrustCompany.com

Grab your Ghoul friends and hop on your broom stick to join Quest Trust Company as we celebrate our 11th annual Fright Night!

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Hi @Helen De la rosa! I'm so glad you were able to make it to one of our classes and enjoyed it! Also thank you for the endorsements @Scott Carson & @Becky Kromminga! 

If you ever have any questions about investing with a self-directed IRA, feel free to send me a message or give us a call and ask for Haley. I am one of our IRA Specialists with Quest, so I can definitely help to answer any questions you may have.

I also hope to see you at this year's Quest Expo! 

(link for 25% off here)

Haley Gant, CISP

IRA Specialist

Quest Trust Company

The 2nd annual Quest Expo will be hosted at the Royal Sonesta Galleria Houston Hotel August 23-25, 2019. Come join us for this year's event to see 30+ speakers over the course of 3 days, and network with investors and exhibitors from across the country. 

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Special offer for Bigger Pockets: Click here to get 25% off! 

visit www.QuestExpo.com to see all of our speakers and agenda! 

Yes, investing with a self-directed IRA is definitely worth it! I self-direct my own Roth and am also IRA Specialist at Quest Trust Company, a self-directed IRA custodian based out of Texas. There are definitely huge advantages to self-directing your IRA, but it is also very important to be aware of the rules and restrictions when using these accounts. My parents are investors and have been self-directing their IRAs since 2004, and I have now been with Quest for about 3 years, so I can definitely help to answer any of your SDIRA questions if you want to connect! @Joe Hermanson