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Home / Columnists / Berko / Hometown broker’s claims don’t add up (access required)

Hometown broker’s claims don’t add up (access required)

DEAR MR. BERKO: My wife and I are 74 and 72 and retired with an unmanaged 401(k) worth $380,000. We are thinking of moving our 401(k), which is currently invested in poorly performing Fidelity funds, to a hometown brokerage that is partnered with our hometown bank, which we trust and have dealt with for years. ...

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