I am 66, divorced and newly retired.
My retirement money is in TIAA and I am paying .4% for an advisor.
I'm not sure whether to leave my money in TIAA or move to an IRA. About 300,000 of the $1,100,000 I have is in TIA traditional.
Now that I am retired I realize I need financial planning and tax help.
My advisor is helpful but I could use more planning advice. The Vanguard advisor I spoke with seems good.
I have talked to Mercer, Vanguard, and Ameriprise. Vanguard seems more reasonable than the 1 or 1.1% others charge.
Any advice is appreciated.
My retirement money is in TIAA and I am paying .4% for an advisor.
I'm not sure whether to leave my money in TIAA or move to an IRA. About 300,000 of the $1,100,000 I have is in TIA traditional.
Now that I am retired I realize I need financial planning and tax help.
My advisor is helpful but I could use more planning advice. The Vanguard advisor I spoke with seems good.
I have talked to Mercer, Vanguard, and Ameriprise. Vanguard seems more reasonable than the 1 or 1.1% others charge.
Any advice is appreciated.
Statistics: Posted by Elle108 — Wed Nov 13, 2024 9:45 pm — Replies 3 — Views 258