71 yo female, very low living expenses, taking SS ($2200 mo) and have $500,000 split between VG funds and $100K in TIAA Guaranteed.
I've contacted a few advisors/CFA/for retirees but they are disinterested in my portfolio ($500,000).
Any rec's for a local (would love in-person but I gather that is hard to find currently) fee-for-service individual who won't scoff at my portfolio? Ideally looking for a combo of tax advice for appropriate yearly drawdown/how to schedule withdrawals from which account/actual tax return help. Someone who can examine my whole picture and give some solid practical advice that I can then follow on my own.
I hate random calling/emailing companies and basically asking will you help with my half/million portfolio only for them to gently say nope.
Any ideas? Direct rec's/referrals?
Thank you so much!
I've contacted a few advisors/CFA/for retirees but they are disinterested in my portfolio ($500,000).
Any rec's for a local (would love in-person but I gather that is hard to find currently) fee-for-service individual who won't scoff at my portfolio? Ideally looking for a combo of tax advice for appropriate yearly drawdown/how to schedule withdrawals from which account/actual tax return help. Someone who can examine my whole picture and give some solid practical advice that I can then follow on my own.
I hate random calling/emailing companies and basically asking will you help with my half/million portfolio only for them to gently say nope.
Any ideas? Direct rec's/referrals?
Thank you so much!
Statistics: Posted by robindbee — Sun Sep 29, 2024 4:13 pm — Replies 0 — Views 134