What is a Medicaid compliant SPIA?
What are the differences between a Medicaid compliant SPIA and a non Medicaid compliant SPIA? Thanks
tj wrote:Its interesting that only 20% of the accounts are new clients. That means they are heavily marketing it to their existing clients.
hand wrote:Not sure if this site provides the requested functionality, but you could accomplish something similar by setting up a Google Alert for "LifeStrategy" site:bogleheads.org.
Pizzasteve510 wrote:Just got mine today. Nice look.
One gotcha to avoid - 3% foreign transaction fee. So not the best for world travel.