Posts Tagged ‘estate’

Self Directed IRA VIDEO :: CUSTODIAN :: Rollover 401k To IRA :: Real Estate IRA Services

Friday, March 19th, 2010

Here is a video from Sunwest Trust , 800-642-7167,  a Self Directed IRA Custodian we have worked with from time to time. Contact us to see if they may be an option for you.

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Client talks about one of his successes

Thursday, January 14th, 2010

Go to our new site page, “Client Videos” and see BG Patel talking about his 4th multifamily investment!

Newman Asset Management worked with BG and his investment team on structuring the partnership, and the setup, use and structuring of self-directed IRA‘s in the deal. Both self-directed IRA and IRA-LLC owners participated in this investment. Come visit us and we will show you how to do the same thing.