Over the last month we’ve had a contest here in the office to see how many times our employees could find the phrase “Sunwest Trust does not provide tax or legal advice” on our website, YouTube channel, setup paperwork, blog, etc.  For each time that an employee found this wording, they were paid a small prize.  With one week left to go in the contest our employees have found that phrase 153 times and I’m sure that they’ll find even more this week. 

Even with all this repetition, people will still call asking for tax and legal advice.  We provide you with tons of FREE videos, blogs and newsletters that explain the IRS rules regarding IRA and 401(k) investing, but we cannot provide tax or legal advice.  Make sure to take advantage of all the free resources we provide.

Please be sure to read everything that you sign and make sure to speak with a CPA or tax professional before making any investments.  Also make sure to visit our blog and YouTube channel (http://www.youtube.com/sunwestira) for the most up to date information about IRAs and Individual 401(k)s.