Wells Fargo is making headlines for all the wrong reasons and it’s got some customers are thinking twice. Here’s what people need to know before changing banks.
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Summary: Wells Fargo seems to be so plagued by problems lately that a client called me asking if they should pull their money out. Today I discuss the problematic news surrounding the banking giant and what clients should concern themselves with. Other topics: • Trump’s trade wars • Longevity issues • Withstanding market fluctuations in retirement • Millennial retirement planning • Old 401k plans with after-tax contributions, Backdoor Roth IRA and Mega Backdoor Roth IRA