Finding a financial planner

Mjkacmom
Sat, 17 Aug 2024 21:58:48 +0000

CFA H says definitely fee only, otherwise they will most likely say cash it out and manage it for you, meaning they get paid to manage it for you. My parents had an advisor that it took us a lot of work to get the money out after they passed (and had inaccurate information regarding inherited IRA’s). H also said not cashing it out is almost always the better option.