I have a 30+ yr relationship with an advisor/BFF who is managing a seven figure IRA acct.
Next year the Clock has sounded and I must withdraw my RMD starting in March
I’m not particularly happy about withdrawal+ fees.
I realize I can transfer the whole sum to my Fidelity acct and accomplish this conundrum.
Alternatively I can negotiate an advisory fee that is diminimus.
Certainly I’m not alone in this situation.
I’m looking for some sage advise from my brethren.
Kindly
AWA
Next year the Clock has sounded and I must withdraw my RMD starting in March
I’m not particularly happy about withdrawal+ fees.
I realize I can transfer the whole sum to my Fidelity acct and accomplish this conundrum.
Alternatively I can negotiate an advisory fee that is diminimus.
Certainly I’m not alone in this situation.
I’m looking for some sage advise from my brethren.
Kindly
AWA
Statistics: Posted by Gasman082890 — Thu Aug 15, 2024 7:16 am — Replies 4 — Views 170