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Randy B

美国

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Mainstar Trust

Plan on a lot of hassle getting things transferred

The only reason I have any investments in MainStar or Priority Income Fund is because I inherited the accounts from my mother. Her advisor (and I use that term VERY loosely for him) got her into them. My Mom passed in August, and it took until January to get the accounts transferred, with MainStar and PIF making it as difficult as possible. When my Father in Law passed in December of 2020, we had his accounts at USBank Wealth Management transferred by the end of February. Also most of the "investments" I now hold in these accounts are not liquid, so I assume it will be a major hassle making the required RMDs very difficult.

2022-02-15已认证