Clint Eastwood playing “Dirty Harry†warns, “A man’s got to know his limitations.†This advice is particularly appropriate for financial planners and advisors who are giving advice beyond their expertise. Though I am biased because I have over 27 years of technical expertise in the IRA and retirement plan area, the lack of knowledge in this area can cost clients hundreds of thousands or even millions of dollars.
I have seen financial planners without an adequate background in IRAs and retirement plans, acting without advice from counsel or even advice from other experts in the financial planning area, make enormously costly mistakes. That is costly to the clients, not the advisor.
IRA & Retirement Planning Mistakes That Can Accelerate Acceler View the rest of this article
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