Written by IRA attorney John Hyre:The Mazzei Roth IRA Case – An End to Magical SchemesThe Tax Court took a major step in the direction of curtailing SDIRA abuse.

Sorry this answer is long and doesn't give you a magic potion. 

None of them are that magical money guy that some people have stories of running into with seemingly unlimited cash.

For Fidelity, the magic word is "non-prototype account".

No magic, therefore you are just as likely to be bankrupt as millions of people were 10 years ago.

They tend to regret working too much and missing the magical experiences that life has to offer.

Then, like magic I bought 10 total rental condos, had $50,000 in cash flow rolling in and then appreciation happened and those rental condos doubled. 

Also I am an agent in another state as well so anything I say may be of zero use to anyone and should be treated with similar value as one would take from a fortune cookie, a ZOLTAR machine or a magic 8 ball.That being said, was that your agent or theirs?

I was impressed by his BP podcast at the time even looking him up online for more info on his magic "freedom number" and his impressive marketing skills.  

I wish I had a magical time management system to recommend, but I don't.