A corporate executive for the past 25 years, this detail-oriented woman in
her late 40s likes to stay well informed about her investments, and has
decided to take early retirement and launch her own consulting firm. She has
accumulated a substantial 401(k) account over the course of her career and
now must decide the most appropriate vehicle in which to roll over her assets.
A separately managed account with the benefit of transparency, coupled
with ongoing personal service from a Financial Advisor, could potentially
meet her need. |
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