Posted on: September 2, 2017 by: pf_adminin: Radio Show Share: Post navigation IRA rollover or distribution mistakes are always costly. This week’s show presents a few case studies of actual clients and how we helped them avoid steep penalties and higher tax payments.If you’re worried about the stock market tanking, did you know you don’t have to be in it? It may sound like a novel idea but that’s exactly what we help our clients do: get a good rate of return on their investments without risking their life savings in the market. Want to know more? Listen to this week’s show.