[WSBAPT] Self-Directed IRA

[Sara D. Longley]

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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