start with your brokerage, based on your asset size

来源: 长空无际 于 2024-10-02 17:15:52 [] [旧帖] [给我悄悄话] 阅读数 : (340 bytes)

 they may do a free estate palnning for you. 

You have the right to move your retirement account to other brokerages, your current one would like to provide extra services to keep you. No harm to ask, you may go through multiple departments to find the right person to talk with, but it saves you $700 per hour.

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• My is in fidelity. They did assign me a consultant. Let me -Seasy- ♀ 给 Seasy 发送悄悄话 Seasy 的博客首页 (0 bytes) () 10/02/2024 postreply 17:50:10

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