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Old 03-26-2025, 02:10 PM
budforlife budforlife is offline
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Default Tax Attorney in the Villages

I had a self directed ira investment with Retirement Evolution that as a result of an SEC investigation went into receivership 5 years ago, the attorneys are now starting to release the funds and I need to be sure I do the rollover correctly. The self directed ira still shows value with Inspiria Financial and I will be direct depositing the funds into Vanguard instead of Inspiria. I would prefer someone in the Villages area. I appreciate any help so I can move on from this mistake.