Rising stock markets present a challenge to financial advisors. You are talking with a prospect. They have been trading stocks online. They think “making money is easy.” This leads them to say: “I don ...
Question: “I will turn 73 in June and I don’t know when I should take my first RMD. I really do not need the funds and would like to move them from the present 401(k) account and open a Roth account.
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