[WSBARP] Real property owned by a 401k

[Mary Stone]

Craig,

 

Google 'self-directed 401k'.  It is the custodian of the 401k who must sign
the documents for the 401k portion of the purchase.  I believe that many
custodians refer the work out to Pensco and a couple other big players.  

 

From: wsbarp-bounces at lists.wsbarppt.com <wsbarp-bounces at lists.wsbarppt.com>
On Behalf Of Craig Gourley
Sent: Monday, October 8, 2018 1:07 AM
To: WSBA Real Property Listserv <wsbarp at lists.wsbarppt.com>
Subject: [WSBARP] Real property owned by a 401k

 

Listmates, PC wants to acquire real estate partly in his 401k and partly as
an individual, presumably as tenant is common.   Retirement plan investments
are not in my wheelhouse  so looking to refer this client to someone with
experience in this area.  Thanks.  Craig 

 

 

 

 

 

Gourley Law Group

Snohomish Escrow

The Exchange Connection

 

1002 10th Street / PO Box 1091

Snohomish, WA 98291

 

360.568.5065

360.568.8092  fax

Craig at glgmail.com <mailto:Craig at glgmail.com> 

 

 

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