Personal Finance (Not Investing) • Fee-Only Advisor: What are the costs?

I used New Retirement, AI planner, vpw, tpaw planner prior to retiring then I consulted Planvision for a second set of eyes a year prior to retirement.I read Larry Swerdoe's Retirement book, Wade Pfau's Retirement book to be prepared for my consultation with the CFP. This was primarily for Roth conversion and tax minimization. He confirmed what I already knew but did provide valuable insight to minimize taxes on converting my nondeductible Trad IRA to Roth IRA. I think a fee only CFP is worth the $ prior to retirement. I will consult a CFP in a few years a year prior to RMDs to discuss RMD, gift giving. I think some preparation before hand such as those two retirement books prior to consulting the CFP will enrich the consultation
jc

Statistics: Posted by jocdoc — Wed Apr 17, 2024 5:34 am — Replies 13 — Views 1279

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