Sunwest Trust Company Newsletter May 2014

Posted on May 13, 2014

Click on the link to view the newsletter: >>Sunwest Trust Newsletter (May 2014) <<. If you would like to be on the mailing list, then please send your email address to We do appreciate your emails. Each time we send out our monthly newsletter, we receive a wonderful response from everyone. I would like to thank you for the emails you have sent me with suggestions and ideas of what to write about in upcoming issues. I will continue to give general information about the types of things that are available to invest in through your self-directed IRA. If … [...] Read More »

Sunwest Does Not Endorse Any Investment Products or Give Any Investment Advice

Posted on July 8, 2013

Sunwest Trust, Inc. Does Not Provide Legal, Investment or Tax Advice We appreciate any referrals that are sent to us, but I would like to make it very clear that Sunwest Trust does not endorse ANY investment product or service, nor do we give any investment advice.  The purpose of this blog and our newsletter is simply to provide information about different types of investments that are available.  We provide all information in a straight forward manner.  There’s not any one investing tactic that is right for everyone.  This is why it’s very important to do your own research and to discuss investment opportunities … [...] Read More »

When Transferring an IRA, How to Transfer In-Kind Assets

Posted on July 9, 2014

How to Directly Transfer Like Assets Between Differing IRA Custodians We receive a lot of questions about how to transfer property assets from another IRA custodian to us. This is actually a really simple process that is known as an in-kind transfer of assets. An in-kind asset transfer is simply the transfer of assets from an existing IRA to another like IRA. As we have discussed before, you cannot assign assets that you own personally to your account. However, if you own assets in a retirement plan with another custodian, you can transfer them into your IRA with Sunwest Trust. To do this, you will simply fill out our transfer form. Where … [...] Read More »

Differences Between Transfers and Rollovers Explained

Posted on July 9, 2014

Today, our topic is moving your IRA account from one custodian to another. There are a couple ways to do this. Many times our clients use these two words Transfers and Rollovers interchangeably, but they are two completely different things. It is important to know the rules to avoid either a prohibited transaction or a taxable event. However, in order to determine which is best for your situation, you must understand the difference between a Transfer and a Rollover. Transfer Option Let’s say you have your IRA account at custodian A, and you want to move it to custodian B. The … [...] Read More »

4 Types of Accounts That Can Be Transferred to a Self Directed IRA

Posted on July 8, 2014

There are several distinct types accounts from which you can transfer into a self-directed IRA. It should be noted that every IRA is self-directed, but the custodian can decide where you can invest. Existing IRA To IRA Transfer The first and most obvious one would be if you have an IRA at a brokerage house. If you are with one of the big brokerage houses, then they will most likely not allow you to invest your IRA in real estate, gold or private companies. In that case, you can transfer part of the money from your existing IRA a brokerage … [...] Read More »

Tips on How to Manage The IRA Transfer Process

Posted on July 6, 2014

After you decide that a self-directed IRA with a custodian like Sunwest Trust is the best option for you, then you maybe asking yourself just what is your next step to being fully self directed? First, you must determine whether you are able to transfer your IRA to a custodian like Sunwest Trust. If you have a Traditional or a Roth IRA with an existing custodian, then you can transfer as much or as little of your funds as you would like to start your new account, and begin investing in the investments you want. Note: If you plan to transfer … [...] Read More »

Breaking: Non Traditional IRA Custodians Offer You The Freedom to Select Your Own Investments

Posted on July 1, 2014

Non Traditional IRA Custodians Allow You to Invest Your IRA Your Way Without The Interference or Limitations of a Brokerage House Did you know that if you have an IRA account, you have the freedom to choose your investments? This is no less true even if you have your IRA at a brokerage like Charles Schwab or TD Ameritrade. Many such custodial brokerages prefer that you invest in their fishpond of stocks, bonds and mutual funds, since they earn a commission when you trade with them. However, you have the right to direct your own investments, even when your IRA … [...] Read More »

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