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Retirement tax questions
SIPC insurance limitations is per account/custodian situation so depending on the amount of the account value sometimes it is necessary to divide the total into more than one bank. I have several clients who have a large net worth who would love to consolidate into one bank however they must have 20+ accounts/brokers so they don't hit the SIPC insurance limitations.
‎November 30, 2022
12:48 PM
935 Views