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 [email protected]