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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...
What You Should Know About Holding Cryptocurrency in a Self Directed IRA
Hi. I'm Terry White, CEO of Sunwest Trust. [ytvdo url="https://www.youtube.com/watch?v=gfMkb-Bg6uw" align="left"] If you’ve been following this channel, Sunwest IRA, you know that we provide these videos once a week to give you educational information about self- directed IRAs. You probably...Read More
Self Directed IRA Loans: Lending Money From Your IRA The Right Way
The IRS doesn’t tell you how you can invest your IRA, but they do tell you which investments are not permitted. The only things that you are prohibited from investing in through your IRA are collectibles and life insurance. Additionally,...Read More
Is a Self-Directed IRA Right For You?
A Retirement Account Is a Good Idea For Anyone It’s important to save for retirement and I firmly believe that everyone should be saving money for when that day comes. You can’t necessarily count on the government to take care...Read More