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
About the Podcast
The Commit to Wealth Podcast brings you tips, strategies and insights from today's biggest real estate entrepreneurs. Whether you're a beginner or an experienced real estate pro looking to take your business to the next level, you will get real life actionable advice, value and motivation so you can commit to building wealth and live a life built on YOUR terms.