Sunwest Trust Inc. Presents a Road Map for IRA Beneficiary Planning Techniques

Sunwest Trust has published a series of blog posts and videos devoted to the crucial task of advance IRA planning and succession.

Albuquerque, United States – March 13, 2015 /PressCable/ —

Sunwest Trust understands how imperative it is to plan ahead for the sake of IRA beneficiaries.

An IRA succession plan – the passing of an IRA to its beneficiaries – is rarely a topic that families discuss. As Terry White, CEO of Sunwest Trust points out: “This is never an easy topic to talk about, and it’s even harder to implement into a financial game plan, but it’s important to leave friends and families with a legacy, something to be proud to pass down, not problems.”

With this in mind, Sunwest Trust has published a series of informative in-depth articles and videos to help IRA holders make better and more informed decisions. https://www.sunwesttrust.com/news

“Preparing beneficiaries for any situation ahead of time will save them a ton of headaches in the wake of heartache,” says White.” After the untimely death of a family member, the last thing beneficiaries want to deal with are unfamiliar finances. It’s best to be prepared and leave IRA beneficiaries prepared as well.”

A wide range of relevant issues are covered:

? Making some early decisions for an IRA and beneficiaries and then sharing that vision with beneficiaries.

? Tips and ideas about starting an IRA for children or grandchildren as early as possible.

? The importance of choosing IRA beneficiaries wisely and for the right reasons.

? The importance of updating IRA beneficiaries when necessary to save confusion if anything should happen to the IRA holder unexpectedly.

Sunwest Trust has also created a Self Directed IRA Inheritance Information Form that creates an IRA financial road map for IRA beneficiaries to have once the account has been transferred to them. The company will hold the form in the accountholders file until it is appropriate to release the information to the beneficiary.

To watch the videos related to these topics, please visit this link: https://www.youtube.com/user/sunwestira

Sunwest Trust believes that planning, communication and good choices are imperative: “leaving IRA beneficiaries a leg up, but not a free ride, which is the goal for most. Furthermore, beneficiaries should be taken care of while still knowing the value of a dollar and hard work.”

To learn more about Sunwest Trust Inc., and to find out what they can do for a self-directed IRA, please visit this link now: https://www.sunwesttrust.com

About Sunwest Trust, Inc.

Based in Albuquerque, New Mexico, Sunwest Trust began as a small escrow company called First Financial. The company grew by means of acquiring smaller escrow companies in the area, and quickly gained a great reputation in the community due to a honest and fair way of doing business.

After becoming Sunwest Trust, Inc. in 2003, the company was granted trust powers by the State of New Mexico Financial Institutions Division. This made Sunwest Trust the only company in New Mexico with the ability to act as both an escrow agent, and as an IRA custodian for Individual Retirement Accounts.

Sunwest Trust, Inc. to provides world-class service and support to clients nationwide.

For more information about us, please visit https://www.SunwestTrust.com

Contact Info:
Name: Chad White
Organization: Sunwest Trust, Inc.
Address: 3240 D Juan Tabo NE Albuquerque, NM 87111
Phone: 800-642-7167

Release ID: 76664