“Sunwest Trust facilitates non-traditional transactions that help people reach their financial goals.”
Well the dust has finally settled on 2014 and we are already one month into 2015. We are excited to announce that because of our great clients and our referral program, we gave over $14,000.00 to Wounded Warriors and other Veteran Charities in 2014. If you didn’t know, for the past couple of years we have had a client referral program where we donate $50.00 for every IRA account that is referred to us by an existing client. So if you are happy with your Self-Directed IRA here at Sunwest refer a friend and help our Vet’s.
Watch our Tuesday at Two Videos this month, we are going to give you some ideas about how your IRA can be used for those you love.
We seem to have had a lull in the questions to our “Ask the Expert” feature so I just want to remind you that is a free service. We have contracted with JM Consulting to provide our clients with the answers to their burning IRA questions. So go ahead, try to stump the genius at JM Consulting.
You should have already received your 1099 for 2014 if you took a distribution in 2014 and you will be receiving your 5498 in May. Just a reminder you DO NOT need the 5498 to file your taxes. If you haven’t already, you need to get us your Fair Market Value Reports by March 31st so that we can adjust those values for the 5498.
As always we appreciate your business and we look forward to serving you.
Terry White – President/CEO