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"Thanks for your input. Any suggestions for where to begin looking for an IRA custodian which allows "esoteric" investments, such as the one about which I am inquiring?"

In your wife's case, my suggestion would be to ask her employer from whom she is supposed to buy this company stock. A particular broker? If so, that broker would be the one I'd expect would accept the stock in her IRA. Or will it be stock newly issued by the company? There will be certificates, right? A broker involved? Can that broker accept her rollover?

The laws about what investments can be in an IRA are actually quite liberal and reasonable. It is the custodian that imposes limits.

Good luck! Chris
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