W2 Capitalist | For BRRRR-ing, Married, Busy Parents

Building a Legacy - Passing on Your IRAs with Quest Trust President Nathan Long


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Nathan Long, as the President of Quest Trust Company, oversees the operations of the company and aids in improving the practices implemented. After joining his brother, Quincy and the Quest Trust Company team in 2007, Nathan has aided in growing the company to over ninety employees located in four different cities, with continued expansion expected in the near future. Prior to working at Quest Trust Company, Nathan was in the automotive industry for over 17 years as an upper level executive for Automotive Investment Group, AIG, and participated in growing the ABC Nissan Branch in Phoenix, Arizona. Nathan also holds the title of Certified IRA Services Professional (CISP), from the Institute of Certified Bankers. Throughout his time with Quest, Nathan has focused his time and efforts on providing superb customer service and developing excellent educational resources. As a devout vegan, Nathan loves animals and has a passion for cooking. In his spare time, he can be found working with rescued animals and travelling.

 

CONNECT WITH NATHAN:

  • http://w2cap.questtrust.com

KEY TAKEAWAYS:

  • Interrupting Events in Your Life
  • Why should you use an SIDRA to build generational wealth

  • Setting up IRA’s for your children, good idea?

  • Personal Examples of how Nathan has used his IRA’s for him and his children?

  • What are benefits of leaving your IRA to your children?

  • In your experience, what has been the best/coolest IRA investment you’ve done. What about an ugly investment?

  • If you knew about SDIRAs long ago, what would you do differently?

Episode Sponsor:

  • http://w2cap.questtrust.com

Links mentioned in this episode:

  • w2capitalist.com/shop/
  • https://www.facebook.com/groups/REIforTheW2/
...more
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W2 Capitalist | For BRRRR-ing, Married, Busy ParentsBy Jay Helms

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