An exclusive newsletter for Quest Education Customers
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New Account Reviews
We've made great strides in reaching out to most of our customers thus far. Let's review your account today and help you get the most out of your self-directed account. During this review, your account manager will answer any questions you have, discuss important action-items, and other opportunities.
If you haven't had one of these calls to date, please schedule an appointment for an Account Review with a manger by clicking here.
Real Estate Investors Should Harness the Power of a Solo 401(k)
Over the last few weeks, I had the opportunity to speak at a few real estate investing events about the power of self-directed retirement accounts.
I talked about how self-directed retirement accounts can help people accomplish their real estate and financial goals. Surprisingly, a lot of folks that I' spoke to either: knew about a self-directed IRA or they use already use a self-directed IRA to do their flips or do promissory notes. However, They did not know about a Solo 401(k). It's really important that you know about a Solo 401(k). So if you're a real estate investor, you need to listen up to this video, because a Solo 401(k) is going to change things for you in a way that you never thought was possible. The first advantage of a Solo 401(k) is that it is exempt from UBIT.
What does that mean? Well, if you've got a self-directed IRA and you're using it to flip houses or do active investments, more than likely, you're going to have to pay the IRS, UBIT. UBIT stands for Unrelated Business Income Tax. That's a separate tax that you're going to have to pay Uncle Sam. If you did those same flips and same active investments in a Solo 401(k), it will be exempt from UBIT.
Leave Us a Review on Trustpilot
With 160 reviews and customers giving us positive feedback Quest Education has received a trust score of 4.9 out of 5 which is one of the highest scores out there. Thanks to great customers and for their willingness to say how great we are. We truly appreciate your honest feedback.
Meet the Team
Top (L to R): Scott Jackson, Roland Santos, Domonique Coleman, Daniel Blue, Arlene Herrera, and Chris White. Bottom (L to R): Jessy Bowman, Jiovanni Duran, Sarahi Landrove, Cynthia Meza, Jordan Spears, and Beverly Antonio
One of the best things about working at Quest Education is our company culture. Imagine coming into work surrounded by people who care and support each other. We all come from diverse backgrounds with a common goal to help our customers achieve their dreams. As the Quest family, we share our knowledge, enthusiasm, and respect for one other. This is important to our company culture because it spills over onto how we care for our customers.
Another cool thing about working at Quest Education is the countless success stories we hear on a daily basis. For example, we had one client tell us that because of our service, we helped her fulfill her lifelong dream of one day opening a school for children. We are so proud of her and the impact she will be making on these children and the future.