Real Estate Check List
Purchasing and Selling Real Estate within in your IRA is one of the most popular investments. We have created the following checklists to use when buying or selling Real Estate.
Please Note: The following purchase/sale checklists are only basic guidelines and represent the minimum required by Sunwest Trust, Inc. to complete your transaction. Each real estate transaction is unique and could require more documents and/or steps than those outlined on our checklists.
Sunwest Trust, Inc. advises all our clients to use real estate professionals when buying and selling real estate through their IRA.