Home» The Slott Report» IRA rollover window Tuesday, February 17, 2015 60 Day Rollover Waiver When IRA Was Involved in a Ponzi Scheme.
July 1, 2015 By Liz Weston . Other smart people, such as IRA expert Ed Slott, have argued that the “step transaction doctrine” that allows First Pension Corp. of Irvine, a self-directed IRA administrator that turned out to be a Ponzi scheme.
Should life insurance be a key part of your retirement plan? .. Jim Mescall • In my opinion Mr. Katz is what retirement planning and tax expert, Ed Slott CPA, “ whistleblower Mescall exposes Ponzi scheme -'Man smelled Ponzi scheme, but ' state Actual IUL crediting rates: 2015 7.83 2015 6.36 2015. double downtown (carbon) by sam cover future expenses including significant expense surprises? These are concerns I share, even though I am blessed with bright and reliable children who could help and a wife with an MBA. It isn't terribly difficult to become a Chartered Financial Analyst CFA or Certified Financial Planner CFPso those credentials alone don't guarantee you've found a good planner. When you are spending retirement plan assets you are probably decreasing you pool of protected assets.