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Self-Directed IRA 101 with Juan Deshon from Quest Trust

W2 Capitalist | EARN. INVEST. REPEAT.

Release Date: 09/10/2020

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Juan Deshon was a Receiving a Bachelor’s degree in Finance at the University of Houston when he went full time with Quest Trust in 2018. In this industry for just 3 years Juan has also accomplished receiving a title of Certified IRA Services professional (CISP), from the Institute of Certified Bankers. While at Quest, Juan has presented to groups of real estate investors wanting to learn more about their possibilities and opportunity in the retirement space across Houston. Throughout his time with Quest he has provided world class customer service, quality education and fun to our Quest team. As an IRA Specialist with Quest Trust Company, based out of the Houston Corporate office, Juan is one of the specialists who interact with the Quest clientele on a day to day basis. With over 16,000 clients at Quest, there is no question Juan has received he has not seen , answered or been tasked to resolve.  Juan loves to smoke meat on the weekend, hangout with friends and his labradoodle Goose.

 

CONNECT WITH JUAN:

KEY TAKEAWAYS:

  • Why would you want an SDIRA, who can use them? Anyone can use? Age matter?
  • What is an SDIRA, what is the concept, high level?
  • Roth IRA vs Self Directed IRA
  • Why one versus the other? Do most people do both? 
  • Any tax Reporting?
  • How can this benefit me today?

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