financialIRA Management
#RI-69c919c1·4 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 Index
1/10
Positive or neutral outcome.
Would make the same decision again.
Would make the same decision again.
Advice for Someone Facing This
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financial Category
1,609
financial decisions logged. Avg regret 5.4/10 across the category.
Same Outcome Band
35%
of financial decisions land in the settled band the same as this one.
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