image
imageimage
image

Invest with Quantum


Investing With IRA

Quantum Acquisitions can accept investments from Roth IRAs that allow LLC participation by its owners.

Roth Account Holders
If you have a Roth IRA account, simply contact your administrator and they will guide you through the process and will ensure that your participation is within the guidelines of their Roth plan regulations. Although there are federal regulations that guide every plan, we have seen that account providers have a variety of internal guidelines that they use as well. Note that the administrative process for these transactions can take up to 3 weeks, so if you are interested in a particular Quantum offering, please contact your administrator as soon as possible to ensure your participation.

Regular IRA and 401K Account Holders
If you are interested in participating in Quantum Acquisitions’ offerings but do not have a Roth IRA, you will need additional lead time for the administrative process (up to 6 weeks), but the process is straightforward. If you are a 401K participant, check with your current 401K administrator to see if you can self direct funds within your existing account, and if so, whether the Quantum transaction would qualify for that plan. Your administrator will guide you through the rest of the process. If the 401K plan will not accommodate self directed transactions, you will need to see if you can transfer some of your 401K funds into a Roth IRA.

If you have a regular, non-Roth IRA, contact your administrator to see if you can transfer all or some of your regular IRA funds into a self-directed Roth IRA, or contact a Roth IRA company such as the ones we list below and they will let you know what is required to transfer to a Roth IRA. The administrator will guide you through the entire process and will handle most of it themselves.

Fee Structures & Contacts
The Entrust GroupPensco TrustIRA Services
(888) 340-8977(800) 969-4472(650) 593-2221
www.theentrustgroup.com www.penscotrust.com www.iraservices.com
Fee Schedule Fee Schedule Fee Schedule

Additional Information
Below are some helpful links that will provide you with additional information:

Note that Quantum investments meet the requirements of most Roth IRA plans. Specifically, note that the IRA owner and the IRA will not be the sole beneficiary of any given transaction and the IRA will not be personally guaranteeing any loans.

The foregoing is a general discussion. It is not intended, and should not be relied upon, as an opinion or advice on any legal, tax or investment aspects of IRAs. Quantum Acquisitions recommends that an IRA owner considering an IRA investment in real property consult with a financial advisor.



Contact us for more information


image
 
image
Hosted by Fastmetrics.com
Site Design by Allwebco.com