Review Detail

It's a brilliant concept and is a shift in the right direction, but I don't see how this can realistically be implemented. Maybe this will be addressed in your beta testing, and I would be interested in hearing the answers. Some of the questions I have include:

1) Would a person with 8 goals and a $1M IRA have to open up 8 IRA's worth $125K each? That would seem impractical, but not splitting the account is what most advisors are already doing.

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