[WSBARP] Real property owned by a 401k
Mary Stone
mlstone at rockisland.com
Mon Oct 8 16:49:48 PDT 2018
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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