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In response to
"I haven't seen anything yet -- nm"
by
decline
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We're terminating our current plan structure to offer something streamlined next year and I'm trying to inform the staff
Posted by
Max
Oct 27 '20, 09:43
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because the trustee explanations are *inadequate*. The pro responsible for our current setup charged us $700 for a five paragraph termination letter which had as many inaccuracies in it, including the phrase, "alternately if you roll over your funds they will continue to grow tax-free." *dude*
Last year I had to rewrite a different analysis from a lawyer whose rate is $540/hr. I need to set up my own shop.
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