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Your financial planner wants to manage all your retirement assets. Is that a good idea?

Ask smart questions before you shut down employer-sponsored accounts and move money to your adviser.

Last Updated: Dec. 18, 2021 at 10:14 a.m. ET

First Published: Dec. 17, 2021 at 2:05 p.m. ET

By Morey Stettner


Check the background of this firm/advisor on FINRA’s BrokerCheck.