Don’t miss this very informative episode! We sit down with Quest Trust Company’s IRA Specialist, Nicole Bacot, to discuss the advantages of opening a self-directed IRA.
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About the guest:
Nicole Bacot is an IRA Specialist at Quest Trust Company. She started her Quest Trust Company journey in November of 2020 and has 15 years of experience in the financial services industry. Starting off in the Trust Industry, Nicole managed the Retirement Services division at Regions Morgan Keegan Trust. In that role Nicole helped design 401(k) plans for multi-person employers. She also managed an $80,000,000 book of business and gave education to the employees of the companies stressing the importance of saving for retirement and how to do so. Her role also allows her broad education and experience give amazing customer service and will continue to grow in her role here at Quest Trust Company. Mrs. Bacot has been married for fifteen years and the couple share two sons, Travis and Townes.
Connect with Nicole Bacot and Quest Trust Company (QTC):
QTC Website: https://www.questtrustcompany.com/
QTC Phone: 281-492-3434
QTC Email: iraspecialist@questtrust.com
Episode Highlights
✔️ Instilling financial literacy in children
✔️ The risk of poor retirement planning
✔️ What is a self-directed IRA? What are the advantages/disadvantages of an SDIRA?
✔️ Using retirement funds to invest in the private investment world
✔️ What types of investments can be held in an SDIRA?
✔️ Converting your 401(k) to a SDIRA
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