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Fred Reish and Joan Neri co-authored an article for PLANADVISER magazine discussing householding client accounts. Specifically, the article discusses whether retirement and non-retirement accounts can be aggregated to provide a reduced fee.
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Fred Reish and Joan Neri co-authored an article for PLANADVISER magazine discussing householding client accounts. Specifically, the article discusses whether retirement and non-retirement accounts can be aggregated to provide a reduced fee.
