Sunwest Trust are experts at helping self directed IRA investors gain maximum understanding while avoiding the many legal and tax pitfalls required for these type of investments. In this video, Dustin White, who is the VP of Marketing for Sunwest Trust, provides an excellent overview and investment walk-through illustration that viewers can gain important information when managing their own account. Using an example of how to purchase a condo from his own self managed IRA, White takes you step by step of a condominium purchase and rental. Some of the topics discussed include; the initial purchase, using escrow services, dealing with the tenant and home owner/property association, renovation and dealing with contractors and how to ensure that the investment remains an IRS approved transaction.
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