Sunwest Trust Self Directed IRA
5 Things to know
before starting a self directed IRA
Just get started!
We will Walk You Through Everything!
Why Are We Different?
We charge you a flat rate to manage your own Self Directed IRA Learn More About IRA Fees and How It Works now.
While the “market” was going through some major ups and downs a couple of years ago, I decided my IRA would be safer in a Self Directed IRA and investigated Sunwest Trust. After some deliberation I felt confident Sunwest Trust would meet my needs. Being...
Ann L.Aurora, CO
I have spent the last several weeks reviewing your website. You have done a phenomenal job providing meda tutorial, resources and forms on the website. It looks very simple to have a client enroll through your process. This will definitely make our job much easier.
G. NguyenFountain Valley, CA
I just wanted to give you a little feedback on these educational emails. They are excellent. I like the way that you provide both written and video information. I like the way that you present it – in a simple, straight-forward manner. And, the topics...
7 Deadly Sins To Avoid With Your Self Directed IRA
If you are not aware of the responsibilities involved with opening a self directed IRA, then there are a lot of possible mistakes you can make that can cost you now and in the future, including problems stemming from an...Read More
How To Set Up A Self Directed IRA and Your Due Diligence Investment Team
Tips on Setting Up a Self Directed IRA Due Diligence Team Avoid Possible Future Financial Calamity Form Your Circle of Trust – a Team of Alternative Investment Specialists Doing your due diligence on your investments can mean the difference between...Read More
IRA Rollover or Direct Transfer: Options To Move Your Retirement Assets to a New Custodian
Are You Confused By It All? Once you have decided to move your IRA or a portion of your IRA assets to a new custodian, what’s next? There are a few options that you need to be mindful of, but...Read More