A millennial founder who sold her company to JP Morgan for $175 million allegedly paid a college professor $18K to fabricate 4 million accounts. Their email exchange is a doozy
‘My adviser insists this is a good, low-risk investment.’ I’m semi-retired at 63 with $2 million saved. My financial adviser wants me to sink half my money in an annuity. Should I do it?
Ask an Advisor: We Are 70 Years Old, Have $99K in Retirement Income, a $1.4M IRA and Other Investments. Is It Too Late to Convert to a Roth?
