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The 30-day alternative assets challenge: Finding the right successor custodian

Deftly remediating alternative assets held in retirement accounts can strengthen the client-advisor bond and avoid a dreaded 'taxable event'

Author Kelly Rodriques and Tom Steinberger July 27, 2012 at 4:22 PM
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Kelly Rodriques: Even if an asset is currently worthless, advisors still need to transfer that asset to a successor custodian.

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Custodian Wealth Builders

Custodian Wealth Builders

December 19, 2012 — 8:33 AM

You have shared nice tips. An investor should be able to learn from the mistakes made by others before him. Thanks for this nice blog.
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