I'm up to a $3 mil balance at Fidelity. I retire in March of 2025 with total investments of $5.5 mil (60%/40% allocation with about $350K in cash/money market). The VP of my local office reached out and said that with my balance, they offer free advisement especially regarding retirement issues such as pulling out money in a wise way regarding taxes, Roth conversions, donations and even trusts. Does anyone have experience with this? My experience in the past (when I had a much lower balance) was that these guys were just trying to sell something. I do feel like I need help now that I'm retiring.
Statistics: Posted by Theeggman — Sat Dec 28, 2024 11:53 am — Replies 0 — Views 21