CPA / Retirement Specialist Needed to Review Self-Directed IRA, TRS & Social Security

I’m looking for an experienced retirement and tax professional to review a potentially complicated retirement situation and provide a clear assessment and recommended path forward. The engagement will primarily involve: * Reviewing a self-directed IRA (SDIRA) for potential compliance, transaction, or structuring issues * Identifying any potential prohibited transactions, tax consequences, or corrective actions * Evaluating TRS pension benefits * Evaluating Social Security benefits and how they interact with TRS * Reviewing other retirement accounts and assets as appropriate * Developing a consolidated picture of projected retirement income and tax considerations * Recommending next steps based on the findings I’m specifically looking for someone with experience in self-directed IRA rules and corrections, not simply general investment or retirement planning. Ideal qualifications include experience with: * Self-directed IRAs and IRS compliance * Prohibited transactions and disqualified-person rules * Correcting or addressing prior SDIRA issues * Retirement tax planning * Teacher Retirement System (TRS) benefits * Social Security planning * Coordinating pension, Social Security, and retirement-account income CPA, CFP, EA, or similar professional credentials are preferred. Please briefly describe your experience with SDIRA compliance/issues and TRS/Social Security planning, including any experience reviewing or correcting previously completed SDIRA transactions.