When would you recommend merging accounts to a client?
(Select all that apply)
If there...
Advanced Placement (AP), 24.10.2020 05:10 xelynncaldera
When would you recommend merging accounts to a client?
(Select all that apply)
If there are too many accounts active in the chart of accounts
When a client has added more than one of the same exact accounts unnecessarily
When the client asks if they can put everything in one account
If two accounts are being used for the same thing
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For which plan or plans. is knowing the withdrawal restrictions important ?
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