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Home / Columnists / Berko / Advice to investor: No more Mr. Nice Guy (access required)

Advice to investor: No more Mr. Nice Guy (access required)

DEAR MR. BERKO: We have a rollover individual retirement account with a market value of $318,000. It's very important to us, and we've had the same broker since my husband left his previous employer and went into business for himself four years ago. Now we have enough income to fund a simplified employee pension IRA, ...

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