Mar 19, 2018
H. Quincy Long is the president and founder of Quest IRA, one of the fastest growing IRA companies in the country. He is also a co-founder of Financial Friends Network together with Walter Wofford. Quincy and Walter organize the best cruise networking events, where you can meet investors just like you doing amazing deals while connecting with the right people and gain high-level education and training.
Quincy educates people to take control of their retirement assets and invest in what they know best, whether that is real estate, notes, options, limited liability companies, limited partnerships, private corporate stock, joint ventures, precious metals, or a myriad of other choices.
With brokerage style retirement
accounts advisors want you to avoid “thinking outside the box,”
meaning their narrowly defined investment box containing stocks,
bonds, mutual funds and annuities. At Quest they teach you that
“you don’t have to think outside the box, you just have to realize
that the box is bigger than you think.”
If
you ever wanted to invest out of your IRA, this is the episode for
you!
Quest IRA - www.questira.com
Facebook - www.facebook.com/QuestIRA
Financial Friends Network - www.financialfriendsnetwork.com
Show Notes:
00:00 – 01:23 Introduction
01:23 – 02:25 Quest IRA
02:25 – 04:58 How Quincy started Quest IRA?
04:58 – 10:32 New tax law
10:32 – 14:57 Traditional vs. Roth IRA
15:40 – 18:00 SEP IRA, Simple IRA, 401K and HSA IRA
18:00 – 18:45 Coverdell Education Savings Account
18:45 – 21:03 Using HSA in different countries
21:03 – 22:30 Contribution limits
22:30 – 26:30 Inherited Stretch IRA
26:30 – 32:03 How can you get money from Inherited Roth IRA before age 59?
32:03 – 34:07 How to set up Inherited IRA?
34:07 – 39:20 How to grow Inherited IRA?
39:20 – 44:16 Flipping houses with your IRA
44:16 – 49:07 Funding JV deal with your IRA
49:07 – 55:11 Structuring note deal
55:11 – 59:05 Debt financing
59:05 – 62:27 Events
62:27 – 69:33 Financial Friends Network