TopHot
How to exit unwanted position in traditional IRA
How to exit unwanted position in traditional IRA Context: I've recently stepped into trustee duties for a 90 year old relative. Their traditional IRA has roughly $1.3M. It was previously managed by a financial advisor who charged around 1% and had them in 20+ (overlapping and relatively high expense ratio) funds. I moved the account to a different brokerage and am simplifying their asset alloc...
Category:
