IRA Custodians: The Good, the Bad, and the Ugly

Aug 10, 2009 / By Elaine Floyd, CFP®
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As assets in IRAs scale six or seven figures, mistakes can be painfully expensive. One error is to fail to vet the IRA custodian—especially if your client is moving to a more self-directed or esoteric account. Here are 18 questions to ask a prospective custodian, along with advice for helping your clients avoid taxes, fees, penalties, and loss of principal and earnings on IRA savings.

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