CTW 098: Terry White - Putting Your Retirement Funds to Work Before Retiring
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