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Bawld Guy

401Ks ? What is a Trustee vs. Participant (and why it matters to you)!

June 28, 2012

This is a timely post due to a conversation I had late last week regarding self-directed 401Ks. It seems that an individual's CPA had told his clients that they could not serve as Trustees of their own retirement plan (401K). Now, to set the stage, the husband and wife own their own C-Corp business and [...]

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