Ask the Professor- Account Consolidation Q&A 5.27.17

May 27, 2017 Ask the Professor   Hello friend:  Q:  What is the “optimal” number of accounts–one can manage?    A.  An excellent question many overlook.  For years, when funding my ROTH IRA, I would use different brokers, depending on their free trade/promotional offers and strategy used. Over time, I discovered I created an unmanageable monster. …

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