There are now 168,000 Fidelity 401(k) clients with $1 million or more in assets.
The process is neither expensive nor time-consuming, and the potential benefits are numerous.
Got clients in the market for a super yacht? The $20 million Minderella was recently spotted anchored in the Hudson River off New Jersey.
Plans can help older doctors, lawyers stash more than $300,000.
The old world and new world of financial products are converging; it’s best to be prepared.