You have taken the first step toward building a strong foundation for your IRA by investigating the opportunity precious metals may present as an asset in your IRA. Sunwest Trust, Inc. is proud to provide the availablity of the precious metal IRA. Your first step in creating a PRECIOUS METALS IRA is opening an account with Sunwest Trust, Inc.

Once you have opened your PRECIOUS METALS IRA with Sunwest Trust, Inc. you must decide where you are going to purchase your precious metals. Remember, Sunwest does not give investment advice nor do we perform any due diligence on the investments that you choose to make in your IRA, therefore, you must be very careful in your selection of a broker for the precious metals you want to invest in. When choosing a precious metals broker, use the advice of your accountant, attorney, recommendations of friends and your own research about various brokers. Once you have chosen your broker and are comfortable with your decision, you will need to negotiate your purchase with the broker and send Sunwest a direction of investment form with a complete description of what you want to purchase and insruct your broker to send Sunwest confirmation of the purchase and the amount of the purchase. Once the documents are received and verified by Sunwest we will send a check or wire funds to complete the purchase. Your broker will be instructed to ship the metals to Brinks Depository and the Brinks office will verify receipt of the shipment.

Due to the added cost of storing metals the annual fee for a PRECIOUS METALS IRA is slightly higher than a standard IRA, that fee is reflected in the fee schedule in your set up package. All other charges and expenses associated with your Sunwest IRA are the same.

PLEASE NOTE: As a client of Sunwest Trust, Inc., or any other self directed custodian, it is completely your responsibility to investigate each and every investment that you make. Sunwest cannot and does not provide any protection from a poor or improper investment. Make sure you know what you are investing in, with whom you are investing, and what investments may constitute a violation of IRS tax code with regard to Individual Retirement Accounts.