Ep. 64: A Primer on Self-Directed IRAs, with Haley Gant

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Lance is the Founder and Managing Partner of Verivest, an end-to-end real estate investment platform designed to bring transparency and trust to middle-market investing, and a Principal in Fairway America, a real estate private equity firm in Portland, Oregon.

Haley Gant of Houston-based Quest Trust Company specializes in Self-Directed IRAs, a valuable tool that most American know little about. With a Self-Directed IRA, retirement investors aren’t limited to stocks, bonds, and mutual funds—allowing you to take advantage of alternative investments like real estate. Lance and Haley discuss how and why education is critical for this product, how you can navigate the waters with a large institutional custodian, some tax nuances involved, and tips for evaluating the wide array of custodians available to you.

This Week’s Guest

“Hello! My name is Haley Gant, and I am an IRA Specialist at Quest IRA, Inc. As an IRA Specialist, it is my role to help educate investors on how they can use a Self-Directed IRA for their real estate investments, either passive or active, to earn tax-FREE returns into their retirement account. Self-Directed IRAs are also a great way to find private funding sources for your deals.”

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Episode 64