“Paul, I thought you said that I didn’t have to pay taxes on my IRA transfer…why did I get a 1099R?” We got his question a couple of weeks ago from a concerned client a few weeks ago like we do, on average, about twice per year. We get it. A client is told that their...

A couple of weeks ago some small moths showed up in our garage. We (and when I say “we”, I mean “my wife”) figured out they were coming from some bird seed that we kept in the garage. We removed the seed container, but it was too late – moths would congregate around...

Robin is a long-time client and is retiring at the end of this year. In a recent meeting she asked if she should roll over her 401k retirement plan to a self-directed IRA. For many people, their retirement plan is one of their largest financial assets, along with...