Robert tells a reader paying 1.75% on inherited investments that the fee is too high, and recommends a fee-only adviser with tax expertise — inherited-IRA distribution rules carry complexity a robo-adviser can’t handle.
Robert tells a reader paying 1.75% on inherited investments that the fee is too high, and recommends a fee-only adviser with tax expertise — inherited-IRA distribution rules carry complexity a robo-adviser can’t handle.