Jill on Money: Medicaid, tax deadline, stocks vs. funds

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Larry from California bolted from an insurance agent, only to find a commission-based broker that intends to charge him a stiff 3.5 percent to manage two IRA accounts, valued at $90,000 each. What are his alternatives? Plenty! I often talk about an excellent organization called the National Association of Personal Financial Advisors (NAPFA.org), which is a good resource to find qualified advice-givers.

Tess may also want to check out NAPFA, since she asked about buying stocks to boost her retirement nest egg. I think she meant individual stocks, which I am dead-set ag