SELF DIRECTED IRAOpen IRA
SELF DIRECTED IRAIRA Fees
SELF DIRECTED IRAIRA FORMS
SELF DIRECTED IRA AND ESCROWAccount Access

IRA Investment Finders Episodes with VP of Marketing Dustin White

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.

IRA Investment Finders Episode 1 – The Introduction

Episode 2: Meeting with the Contractor and Inspecting the Condo Purchase

Episode 3: After the Repair – Great Before and After Photos Included

Episode 4: How To Purchase an Asset Without an IRA LLC

Episode 5: Received an Offer!