How to Transfer 401k Funds to an IRA?

Many people are unaware that they can invest real estate assets in their IRA. Kurt Power from Quest Trust Company joins the conversation to shed light on this topic. Financial advisors often don't inform their clients about this option, either because they are unaware or because they have their own interests in mind. Quest Trust's mission is to educate people about the possibilities of investing in real estate through their retirement accounts. They emphasize the importance of lowering tax liability and using IRAs as a wealth-building strategy. Quest Trust provides fast processing times and dedicated specialists to help clients navigate the process of moving funds from a 401k to an IRA. They also offer resources and events to educate clients and provide networking opportunities. The conversation highlights the importance of having a power team, including attorneys and CPAs, to ensure proper bookkeeping and compliance with IRS rules.Takeaways• Investing in real estate assets through an IRA is a viable option that many people are unaware of.• Financial advisors may not inform their clients about this option due to lack of knowledge or conflicting interests.• Quest Trust Company's mission is to educate people about the possibilities of investing in real estate through their retirement accounts.• Lowering tax liability and using IRAs as a wealth-building strategy are key considerations.• Quest Trust provides fast processing times, dedicated specialists, and resources to help clients navigate the process.• Having a power team, including attorneys and CPAs, is crucial for proper bookkeeping and compliance with IRS rules.If you have any questions in general you can reach our office at:VastSolutionsGroup.comPhone: (888) 808-8278Email: [email protected] 8:00 AM – 5:00 PM (Pacific)Thank you for listening!