Mr. Bragdon has 25 years of experience with IRAs, including more than 5 years in house with a mutual fund. The Group represents both individual IRA owners and IRA providers. The Group provides document and compliance services for providers, and unique tax planning for individual IRA owners including advice on use of non-traditional investments. We provide regular services for a mutual fund with respect to its IRA business, working with management, business units, and the transfer agent. Group members have experience in drafting and IRS approval of IRA documents, for both institutional providers and individual self-directed IRAs. Practice Group members have negotiated terms for non-traditional IRA investments on behalf of both IRA custodians and individual IRA owners.