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re: Self-directed retirement
Posted on 3/3/24 at 9:10 pm to gungho
Posted on 3/3/24 at 9:10 pm to gungho
Just make sure you’re comfortable estimating impacts of conversions etc on things like tax and IRMAA.
Saw the comment re RMD age. How well versed are you in everything? You might be better off going to a Fidelity or something similar. They can provide the guidance on the RMD things, but if you’re not comfortable with the tax planning scenarios, you’ll need assistance, and they don’t really provide that.
Saw the comment re RMD age. How well versed are you in everything? You might be better off going to a Fidelity or something similar. They can provide the guidance on the RMD things, but if you’re not comfortable with the tax planning scenarios, you’ll need assistance, and they don’t really provide that.
This post was edited on 3/3/24 at 9:15 pm
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Posted on 3/4/24 at 4:59 am to masoncj
Yes when I lived in Utah that was my situation and worked well. Probably should have kept it that way, not crazy about my accountant here in LA
Posted on 3/4/24 at 7:32 pm to gungho
My fella charges a straight 1% that goes down with portfolio net worth. My largest holdings are with my retirement at work that I will turn over to him once I leave the company
My taxes are very straight forward for now. Corporate job and wife stays at home…his fee for my taxes is very reasonable
My taxes are very straight forward for now. Corporate job and wife stays at home…his fee for my taxes is very reasonable
Posted on 3/4/24 at 7:41 pm to gungho
Check out Creative Planning website. I have heard good things about the company. I do my own investments. Good luck!
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