Tax Advice?
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Bamburger,
You remind me of another recent "client from hell" who posted on here. You're very willing to accept all the free advice you can find on these boards, but I'll bet you pitch a little fit about every fee and charge for managing your investments. Do your advisor a favor and transfer your accounts to Fidelity and manage them yourself. Do the rest of us a favor and scram...the advice you'll get here will be worth exactly what you paid for it.