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Joint Account Supplement to the Family of First Investors Funds  Form

Joint Account Supplement to the Family of First Investors Funds Form

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Instructions and help about Joint Account Supplement To The Family Of First Investors Funds

there's a meaningful reason to have your joint investment account be an individual investment account could be thousands of dollars in tax savings but is it for you i'll explain coming up [Music] my name is mike bernard i'm the host of the wise money show i'm also one of the certified financial planners right here at corehern financial group make sure you hit that subscribe button turn on notifications and smash that thumbs up button alright you want to save thousands of dollars when it comes to transitioning accounts yes you obviously do therefore here's my question should you have your joint investment account stay as a joint account or should you move it to an individual account potentially save thousands of dollars i'm going to explain that coming up but first let me tell you i'm not talking about retirement account so and and really that should be the number one decision that you're making when you start deciding work

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