Terry White

  • Terry White, founder and CEO of Sunwest Trust Inc., has been involved in the self-directed industry for over 20 years and is the author of “When All You Have is a Hammer… An Informational Guide to Self-Directed IRAs.” White also serves on the Board of Directors for the Retirement Industry Trust Association. 800-642-7167 www.sunwesttrust.com

Demystifying the Process

Demystifying the Process

Setting Up a Self-Directed IRA is Not As Complicated As You Might Think We are often asked, “How do I go about setting up a self-directed IRA?” Many people think it is a complicated process because the idea is sold on the Internet as “an IRS loophole” or “little-known IRS secret” ...