More info is needed. Did the advisor provide you a report running the numbers — continuing pretax vs taxable? My gut feeling is that tax deferred is still your friend.
You have a lot in tax deferred, so looking at your future RMDs to formulate a plan between retirement and RMDs is a good idea.
https://www.aarp.org/retirement/require ... lsrc=aw.ds
You have a lot in tax deferred, so looking at your future RMDs to formulate a plan between retirement and RMDs is a good idea.
https://www.aarp.org/retirement/require ... lsrc=aw.ds
Statistics: Posted by Wiggums — Mon May 27, 2024 1:01 am — Replies 8 — Views 643