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re: Financial Advisor Meeting
Posted on 11/20/19 at 7:23 am to AugustaTiger
Posted on 11/20/19 at 7:23 am to AugustaTiger
Yea I wouldn't have a problem sticking to the plan if it was laid out. Its not so much that I need someone to keep me in line I just need some guidance on where all to put in what retirement accounts and how I can pull out these accounts at retirement the most tax efficient and reducing withdrawal penalties.
Posted on 11/20/19 at 9:18 am to tigersfan1989
If you wouldn’t have any problem sticking to a plan, look for a fee-only advisor that specializes in one-time plans. These typically run in the 2-5k range depending on the complexity of your situation.
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