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The Commit to Wealth Podcast - Creating Generational Wealth through Real Estate Investing


Mar 8, 2019

Terry is the President & CEO of Sunwest Trust, a SDIRA custodian and the President & CEO of the escrow company Sunwest Escrow. He’s been involved with real estate and investing for over 35 years.

Topics Covered:

  • Understanding custodianship
  • Investing through your IRA
  • Investing using an old 401k
  • You can start taking money out at 59 1/2 years old
  • IRS only tells you what you cannot buy, not what you can
  • How to manage a property through the IRA
  • Prohibited transactions and parties

Nuggets of Wealth

  • Tool source of platform you recommend? YouTube Channel: Sunwest IRA
  • What book are you currently reading? If All You Have is a Hammer - Terry White
  • Where do you see your business in the next 5 years? Majority in real estate, cryptocurrency, digital assets
  • At the end of your life how do you want to be remembered? As a good father
  • Where can Commit to Wealth Nation go to contact you and find out more about you and your business?  sunwesttrust.com tlw@sunwesttrust.com