Using the same Trustee for various entities

Using the same Trustee for various entities

Hello Quincy, It was great spending time with you on the cruise.  We all enjoyed it immensely.  Can’t wait for the next one. Question below:  Names have been changed to protect the innocent. 1) Ann is trustee of our land trust for our LLC in Georgia (normal entity not in our Roth). Can we also do transactions with Ann in our Roth IRA? 2) Can we do transactions with the same person/entity inside and outside of the Roth? Thanks.   … Continue reading

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