Epstein File EFTA01464633: Professional (DS10)

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💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01464633: Professional (DS10)

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This document contains generic financial advisory language regarding investment rollovers and custodian arrangements. It references Pershing LLC as a potential custodian and advises recipients to consult with investment professionals, financial organizations, and tax professionals regarding the tax consequences of fund transfers. No specific individuals, dates, or financial amounts are identified in the excerpt.

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professional

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Excerpt 1

Contact your investment **professional** or financial organization if you have any questions. The new custodian must provide the appropriate paperwork.

Excerpt 2

If you have selected someone other than Pershing LLC as custodian, have your investment **professional** or financial organization obtain the necessary signatures

Excerpt 3

Due to the important tax consequences of rolling over funds or property, I have been advised to see a tax **professional**.