[WSBAPT] Self-Directed IRA
Sara D. Longley
sara at longley-law.pro
Wed Sep 28 16:28:53 PDT 2016
Frank Selden does a lot of work with self-directed IRAs. frank at frankseldenlaw.com <mailto:frank at frankseldenlaw.com> , (425) 990-1021.
Best,
Sara
Sara D. Longley, J.D., LL.M.
Attorney at Law
1734 NW Market Street
Seattle, WA 98107
<tel:%28206%29%20434-5644> (206) 434-5644
Sara at longley-law.pro <mailto:Sara at longley-law.pro>
www.longley-law.pro <http://www.longley-law.pro/>
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From: wsbapt-bounces at lists.wsbarppt.com [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Paul Grant
Sent: Wednesday, September 28, 2016 4:05 PM
To: Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] Self-Directed IRA
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 <http://www.planningwithpurposeinc.com>
Estate Planning. Business Planning. Wealth Succession.
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