I would also make sure that 401k/IRA assets are entered properly on the FA forms. They don’t count in the same way as funds in a bank/personal account, and that’s an error that pops up often.
I would also make sure that 401k/IRA assets are entered properly on the FA forms. They don’t count in the same way as funds in a bank/personal account, and that’s an error that pops up often.