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- Alexander Armster-Wikoff / Mike / April are planners - benefits optimization
- then broaden to general financial planning
- priority access to the team
- complimentary service / not on commission
- benefit for life
- confidential
- relationship will change
- period of time w/ an alert on the account; not allowed to have a managed account
- accounts will be fairly restricted
- Has and stock plan are prohibited
- 60 days are free to do things, but after: account is restricted and you can do liquidated trades
- can’t change positions
- open taxable brokerage account - and some transfer but no ETFs / etc.
- 401k?
- nothing changes here
- can redo portfolio and redo moves
- when you take a distribution, typically the lowest rate is withlding 20%.
- when I move W-8BEN form needs to be sent to Fidelity
- non-US policy
- can’t transfer? so have to liquidate?
- sps account and has account will become locked to liquidating trades only
- open an individual account with some more flexibility?
- can have mutual funds or etfs in the individual account
- have them before we move
- financial planning process? retirement analysis tool