Seeking Attorneys with Specialty in Retirement Accounts

[Pierce Lovesee]

Hi All,

I'm needing recommendations for good Tax Attorneys that have a specialty in Retirement Accounts. I made a mistake with Vanguard while rolling over a 401(k) and it ended up on a Roth Account. I'm trying to get it corrected to where the conversion doesn't occur, but Vanguard is being very unhelpful. If you know anyone that has worked with this before, either clients or attorneys, I would really appreciate you passing this post along to them. Any advice is greatly appreciated, and I'm really looking to get an attorney on board. Since this is primarily a Federal tax issue, I'm open to working with anyone around the country with the needed experience and knowledge.

Sincerely,

Pierce