[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.
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