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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!

Terry White

About Terry White

I started my business career after getting my degree in Accounting from the University of New Mexico in 1983. My first job was as a controller for a local title company, and in 1987 I started First Financial Escrow, Inc. Over the years I played a part in several startup companies including First Financial Equities, Inc., First Financial Trust, Inc., First Financial Marketing, Inc. and Asset Ventures, Inc. In 1997 First Financial Escrow, Inc. was able to purchase the escrow accounts from Sunwest Bank and changed its name to Sunwest Escrow. As the market changes, Sunwest has grown and changed along with it. Besides my wife, Sheila, we have three boys, two daughters-in-law, one grandson, another grandson on the way and a future daughter-in-law. Sunwest is my passion, and I enjoy coming to work every day to see what will happen next. I enjoy fly fishing, spending time in Colorado, biking and watching my boys play soccer.