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< When you say "retirement plan investments" does that mean IRA, annuity or what?>
My funds are in the Corporate Profit Sharing and Money Purchase plans.
Thank you for your response. I am currently reading up on the Fool philosophy. These funds have been with my advisor ( other than my tax preparer) since last 10 years.
Thanks again .My question is, If the taxpreparer also invests for me, sells insurance and provides legal services, such as Estate planning, does that raise a "flag" in addition to extra fees?
BTW I am self employed and I am at the point of my retirement.
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