HomeinvestmentLiz Weston: Investment advisors vs brokers - know the difference before you...

Liz Weston: Investment advisors vs brokers – know the difference before you switch

Dear Liz: This is concerning the couple in their 70s who were persuaded to move their nearly $2-million retirement portfolio to a different broker, resulting in a capital gain of $184,000 and a capital gain tax bill for $50,000.
The question I wonder… [1901 chars]

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