Sunwesttrust - sunwesttrust.com - Sunwest Trust, Inc
General Information:
Latest News:
Questions from actual IRA/401k clients (8/20/13) 20 Aug 2013 | 09:12 pm
Q-6 My law firm may be asked to assist a number of retiring individuals from a local company to set up Self Directed IRAs to allow them to roll over their existing 401(k)s from a local employer. Ma...
Questions from actual IRA/401k clients (8/19/13) 20 Aug 2013 | 01:40 am
Q-5 My wife and I have an LLC Partnership. I am interested in opening an i401(k) plan for the LLC for the both of us to contribute before-tax and after-tax dollars. My wife and I earn too much from ...
Question and Answer Roundup August 2013 19 Aug 2013 | 11:33 am
Q- I am aware of and have read the prohibited transaction rules. Would the purchase of an investment property in my IRA through a real estate broker be a prohibited transaction, when the listing agent...
Quick Guide to Assembling an Alternative Investment Due Diligence Team 14 Aug 2013 | 08:55 am
Avoid Possible Future Financial Calamity and Form Your Due Diligence Alternative Investment (AI) Team An alternative investment due diligence team can mean the difference between investment success a...
Senator Hatch Proposes Tax Changes 9 Aug 2013 | 02:11 am
Senator Orrin Hatch (R-Utah) has introduced the Secure Annuities for Employees Retirement Act (SAFE) of 2013 (S. 1270). The bill is not just about annuities but includes a number 401(k) and IRA issues...
Update on Supreme Court Decision on the Definition of Marriage 7 Aug 2013 | 09:28 pm
A true update is real easy…nothing yet official. By that we mean there have been no regulations written affecting IRAs, 401(k)s, Health Savings Accounts (HSA) or Coverdell Education Savings Accounts (...
Final Judgments on “Agape” Ponzi Scheme 6 Aug 2013 | 02:54 am
The Securities and Exchange Commission announced that on July 9, 2013, the Honorable Denis R. Hurley of the United States District Court for the Eastern District of New York entered final judgments by...
According to Dave Ramsey, Save For Retirement Now or Risk Facing Abject Poverty In Your Golden Years! 1 Aug 2013 | 01:57 am
If You Fail To Plan For Retirement, Then You Plan To Fail My brother is reading The Total Money Makeover by Dave Ramsey and came across a great point in one of the sections that has myths and truths....
Who Can Act as a Gold IRA Custodian? 26 Jul 2013 | 10:34 pm
This is a bit of a trick question because when it comes down to it, any custodian could be a Gold IRA Custodian. All IRAs are technically “self-directed” IRAs. However, each IRA Custodian is given t...
When Might a Self-Directed IRA be a Good Idea? 25 Jul 2013 | 01:46 am
When you’re changing jobs: 401(k)s are eligible to be rolled over into self-directed IRAs, but the problem is that most corporate 401(k) plans do not allow for in-service distributions. An in-servic...
