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Eric Wikstrom and Dan Marsh talk about weaving self-directed IRAs into their professional practices

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Uploaded by on Mar 23, 2009

An attorney and a CPA. Both are important to your planning process when considering investing in this space,a nd when considering adding the topic to your own business.

Eric and Dan have loads of experience and shared it with the crowd in New York at the PENSCO Trust Symposium in New York.

Here is a interview we did on the side with these two industry insiders.

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Education

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