Has anyone used them before? I’ve been with fidelity for 39 years. Pretty much doing all my investing. I’ve got just under 1 million. (After doing roth conversions). I’m 60, still working making 170k a year. Drawing one smaller pension of 22k a year. I can retire anytime but plan on working till may of 2025. I’ll be getting 5k a month from my current job. My social security will be around $2625 at 62. My wife is inheriting $500k from late fathers ira. She will have to make withdraws starting this year. Anyway, I’m starting to think I may need a little guidance on more than just accumulating now that I will be retiring. Garrett is a few based (hourly) service, that appeals to me. Anyone?
Submitted October 06, 2023 at 12:49AM by liledgy1 https://ift.tt/mL2uHwQ
