[WSBAPT] Self-Directed IRA

[John Creahan]

Hi Paul,
Transactions with self-directed IRAs are very high risk, and I recommend against them in virtually all cases. If your client wants to pursue this, Warren Baker at Fairview Law Group is the leading expert.
Thanks,
John


[cid:image001.png at 01D21A4C.AA7E8260]<http://www.fairviewlawgroup.com/>

500 Yale Ave N., Ste. 384, Seattle, WA 98109
P: 206.753.0305  |  F: 206.400.1662
warren at fairviewlawgroup.com<mailto:warren at fairviewlawgroup.com>




John Creahan
206-621-5848
www.cairn-law.com<http://www.cairn-law.com/>


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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