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What’s the best thing to do with a large sum in a LIRA? I am 68 years old.



Our response:

We can provide you with general information, but we aren’t able to provide advice. Advice on how you should invest your money can only be provided by a registered financial advisor who can assess your personal financial circumstances, including financial needs, objectives and risk tolerance.

An advisor can help you set your goals, and build a plan to achieve those goals. They can also help you track your progress and adjust your plan when your financial situation changes.

A financial advisor:

  • makes clear and specific recommendations to help meet your financial goals.
  • explains the risks involved with every investment they recommend.
  • answers your questions about products and strategies.
  • keeps your personal information safe.
  • sends regular account statements.
  • meets with you to discuss your progress.

Learn more about what to expect from a financial advisor and how to check registration.

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