start with your brokerage, based on your asset size

 they may do a free estate palnning for you. 

You have the right to move your retirement account to other brokerages, your current one would like to provide extra services to keep you. No harm to ask, you may go through multiple departments to find the right person to talk with, but it saves you $700 per hour.

所有跟帖： 

• My is in fidelity. They did assign me a consultant. Let me -Seasy- ♀ (0 bytes) () 10/02/2024 postreply 17:50:10

• 你的DCP是不能移動的。 -Progressive- ♀ (0 bytes) () 10/02/2024 postreply 18:56:38