financial advisors: Financial Advisors and Self Directed IRAs
- 06/05/08 02:57 PM
QUESTION: How should I approach a friend of mine that wants to invest their money held in an IRA and 401K retirement plan in what I'm creating? I am not a financial advisor and I want to ensure that what I provide to them is the best approach. If they speak with their financial advisor where the funds are held, they will most likely persuade them to keep their funds with them. What should I tell them? Answer: We have experienced this with our financial advisor. I think it depends on your friend's goals and risk tolerance. Obvious we are real estate heavy … (1 comments)
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