[WSBAPT] Self-Directed IRA
Paul Grant
paulnnepa at gmail.com
Wed Sep 28 16:04:43 PDT 2016
I have a client that desires to use their IRA to invest in a new business.
I know there are a lot of unwary traps. If someone has recommendations to
a custodian that does self-directed IRAs or someone that knows about the
technical aspects I would appreciate it.
As always, thank you.
Paul H. Grant - JD, LL.M
Planning with Purpose, Inc
Lynnwood, WA 98036
425-939-9948
www.planningwithpurposeinc.com
Estate Planning. Business Planning. Wealth Succession.
-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20160928/516cdca8/attachment.html>
More information about the WSBAPT
mailing list