Not a CPA or any other type financial professional. I and my family members have just had many different types of retirement accounts and in the past have had financial institutions, particularly banks, and financial planners make a variety of mistakes regarding them. I've made it my goal to know as much about these types of accounts and the associated transactions and reporting as I possibly can so that I can avoid me and financial institutions making mistakes, some of which can be unrecoverable. Since I specialize in this area, I suspect that I am more knowledgeable on this subject than most CPAs.
