I don't use an advisor and don't plan to, but I do know others who use them.
My question is, if someone uses an advisor why would they choose to have the fees withdrawn from tax advantaged accounts given that there are contribution limits to those accounts. Can they request a monthly bill and pay in cash? I wasn't sure how that would work or what the trade offs would be
My question is, if someone uses an advisor why would they choose to have the fees withdrawn from tax advantaged accounts given that there are contribution limits to those accounts. Can they request a monthly bill and pay in cash? I wasn't sure how that would work or what the trade offs would be
Statistics: Posted by hoofaman — Mon Jun 10, 2024 1:06 pm — Replies 7 — Views 464