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Re:Guideline has been acquired by Gusto by ryukoposting on Monday November 03, 2025 @09:03PM (#45806747)
Yeah, when I say "I," I actually mean me, my CFP, and his office assistant. Capital Group might be the United Healthcare of retirement funds.
Re:Guideline has been acquired by Gusto by Schiendelman on Tuesday November 04, 2025 @08:48AM (#45810986)
Yep, ask your brokerage company to do this, not those individuals. Fidelity and Vanguard are very good at solving this for you.