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I had been working with the couple for roughly three years and determined in our first few meetings that his SEP was in a lower cost allocation fund based on his risktolerance. The spouse of a client of mine recently asked me to provide a proposal for managing his SEP IRA, which he held directly at JPMorgan. Jane Mepham.
I had been working with the couple for roughly three years and determined in our first few meetings that his SEP was in a lower cost allocation fund based on his risktolerance. The spouse of a client of mine recently asked me to provide a proposal for managing his SEP IRA, which he held directly at JPMorgan. Jane Mepham.
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