financialIRA Management
#RI-69c919c1
about 2 months ago
1
"Move IRA funds from Franklin Templeton to Fidelity"
What Actually Happened
Moved IRA funds without tax issues
What I wish I knew
"More about LPL Financial's reputation"
Advice to Someone Facing This Now
If I could tell you one thing
"Research thoroughly before switching advisors"
Regret Score
1/10
Positive or neutral outcome.
Would make the same decision again.
Would make the same decision again.
financial Category Average
?%
of financial decisions share a similar regret distribution. (Coming soon)
Impact
-
Financial and Psychosocial impact distributions for this subset.
Advice for Someone Facing This
Short, upvotable wisdom. The most helpful rises to the top.
No advice yet. Be the first to share wisdom.
React, question, or discuss this decision.