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Workshops & Trainings

Congressional Updates & Tax Season Planning w/ Self-Directed IRAs *Webinar*

Wednesday, March 15, 2023
6:30 PM - 7:30 PM (MDT)


Event Details

This class will briefly explain the Self-Directed IRAs, how to set them up properly, and go through an investment.

In addition, we will be covering updates at the Congressional level and additional tax deductions that you may be able to take advantage of using Self-Directed IRAs.


  • RMDs/Distributions
  • Contributions
  • 401k/General Retirement Accounts
  • Prohibited Transactions

For More Information:

Troy Miller
Troy Miller
CEO | ICOR (970)682-4267
Our Presenter: 
Derreck Long, CISP
Sen. IRA Specialist

Derreck Long, Senior IRA Specialist at Quest Trust Company, first served in the military from 2010 to 2014. After leaving the military, he went to college at Northern Arizona University and received a degree in global marketing. After graduating college Derreck worked with the FBI for a short period of time, but his heart was set on being an investor. This is when Derreck started experimenting in notes, and has been a private lender ever since. Derreck has done a large range of notes from equity appreciation, 2nd lien notes, to the traditional 1st lien and more. As of today, Derreck works with Quest Trust Company as a Senior IRA Specialist and on a government relations committee where he researches tax code and new bill/law changes at the congress level.