Unlocking the Power of Self-Directed IRAs – Anne Marie Rogers
Quest IRA Bootcamp 1 of 4
VIRTUAL MEETING (ZOOM LINK)
From real estate to notes to cryptocurrency and everything in between, self-directed IRAs allow you to truly diversify your retirement investments and take advantage of endless opportunities. If you are tired of trying to anticipate the ups and downs of the stock market or being told to ride it out after enduring another decline, it might be time to take the wheel and get back in the driver’s seat with your investments. With a self-directed IRA, you are in control. Learn about the flexibility and tax advantages that this type of account provides and change the way you save for retirement!
What You Will Learn in This Class:
- What is a self-directed IRA?
- What are the different types of accounts you can self-direct?
- What can you invest in with a self-directed IRA and are there any restrictions?
- What transactions and people are you prohibited from investing with?
- What are real-life examples of investments our clients have held in their accounts?
For More Information:
Anne Marie Rogers joined Quest Trust Company in 2013 and currently serves as a VP of Sales & Business Development. After graduating from St. Edward’s University with a Bachelor of Arts in Communication focused on Public Relations and Advertising, Anne Marie pursued a position as an IRA Specialist. In 2014, she received the designation of Certified IRA Services Professional from the American Bankers Association. Anne Marie’s strong sales background and degree focus motivated her to accept a position directing the Sales Department at Quest Trust Company. Anne Marie is one of the leading female public speakers at Quest Trust Company, and travels around the country educating investors on the benefits of Self-Directed IRAs. She teaches Americans how to take control of their retirement through her experience at Quest and from personal experience starting to do her own note investments in her early 20s. In 2018, she was approved by the Texas Real Estate Commission to be an instructor of real estate continuing education courses. Additionally, Anne Marie manages the coordination of company events, including some of the largest and most successful events in the history of the company like the Quest Expo.