Talk of The Villages Florida - View Single Post - Need help for my parents they have GWG L Bonds with Michael Whitaker and Associates
Thread: Need help for my parents they have GWG L Bonds with Michael Whitaker and Associates
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Old 03-31-2023, 07:59 AM
SallyB SallyB is offline
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Quote:
Originally Posted by retiredguy123 View Post
The requirement to act as a fiduciary when giving advice for retirement accounts is a Federal law. It doesn't apply to non-retirement accounts.
My moms are in her IRA account. They also have the GWG in their trust account.