Financial Advisor Fees
I have a financial advisor that charges me a monthly fee for my IRA, Roth IRA and TOD accounts. Until recently I paid my Roth IRA fee from my taxable account. My taxable account is now depleted. Going forward, should I pay my Roth IRA fee from the Roth IRA? Or should I move funds from my IRA to my taxable account, have taxes withheld and then pay my Roth IRA fees from my taxable account? I assume I should pay the fees from my Roth IRA. Thank you for your help Terry. John
Terry Says
Whoa — Your question is about more than fees! I think you need to #1 read this recent article-– and #2 find a better, less-expensive financial advisor you can trust. Do that by following this link to Wealthramp.
