Recently I received a question from somebody looking into self-directed IRA/401(k) investment for themselves. They said, "I ran this by my financial planner in New York who said to roll over my IRA to put some of its money into my home is illegal." This statement is technically correct. Putting IRA … [Read more...] about Is my home an investment?
In this brief video clip, listen to CPA/CFP Eric Wikstrom relate his experience from dealing with financial statements from large corporations during his auditing years, including during his employment at Arthur Andersen before it went down with Enron. Eric very politely touches on the issue of … [Read more...] about Video: Financial Statements of Publicly Traded Companies. How reliable are they?