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‘Should I be wary?’ We retired in 2022 and gave $500,000 to a broker getting 1.5%. The stock market has gone up, but we’ve now only got $490,000.
Question: We retired in 2022. We placed $500,000 with a trusted fiduciary broker at a large national company. We pay
Ascensus to Acquire Vanguard Individual 401(k), Multi-SEP, and SIMPLE IRA Plans
DRESHER, Pa., April 16, 2024 /PRNewswire/ — Ascensus announced today a definitive agreement to acquire Vanguard’s Individual 401(k), Multiple Participant SEP