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re: Self-directed retirement
Posted on 3/2/24 at 7:52 pm to slackster
Posted on 3/2/24 at 7:52 pm to slackster
You are correct, not sure what I was thinking, looks like by 4/1 after turning 72, right?
Not sure how to quantify the FA value, have thought about this- the advice he gives outside of portfolio is certainly valuable but worth? I think I can come reasonably close to the securities return by following his strategy which is really from Raymond James , realizable they have access to funds I don't have. I would imagine difference in performance won't exceed his fees.
Not sure how to quantify the FA value, have thought about this- the advice he gives outside of portfolio is certainly valuable but worth? I think I can come reasonably close to the securities return by following his strategy which is really from Raymond James , realizable they have access to funds I don't have. I would imagine difference in performance won't exceed his fees.
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