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Couple seeks ways to protect retirement assets from fraud

The couple said they hold IRAs, an HSA, and a joint brokerage with money market investments.

Reported · Written up by our desk · Fund Industry

A couple concerned about cognitive decline and financial exploitation is looking for ways to protect their retirement assets as they age and as they continue caring for aging parents, according to a MarketWatch inquiry.

They said they fear becoming victims of fraud and do not want someone to move their assets into the stock market without safeguards.

In describing their current setup, the pair said they have IRAs, an HSA, and a joint brokerage account that includes various money market investments.

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