Toggle navigation
Toggle navigation
Home
DCUM Forums
Nanny Forums
Events
About DCUM
Advertising
Search
Recent Topics
Hottest Topics
FAQs and Guidelines
Privacy Policy
Your current identity is: Anonymous
Login
Preview
Subject:
Forum Index
»
Money and Finances
Reply to "Fee-based financial advisor for retirement years"
Subject:
Emoticons
More smilies
Text Color:
Default
Dark Red
Red
Orange
Brown
Yellow
Green
Olive
Cyan
Blue
Dark Blue
Violet
White
Black
Font:
Very Small
Small
Normal
Big
Giant
Close Marks
[quote=Anonymous][quote=Anonymous]TIAA has advisors that are on salary. They will rebalance your portfolio once per year for free (we have an annual meeting for that purpose). We are approaching retirement, 3-5 years, depending on if you ask me or my spouse![/quote] Do you have a dedicated advisor? As we approach early retirement, we don’t expect big changes in our accounts. But will need advice re tax and other estate changes and laws, etc. Where to spend down, what rate, where do we pull $ for occasional big expenses, etc. Ideally we’d like quarterly checkups and retainer for the occasional question. [/quote]
Options
Disable HTML in this message
Disable BB Code in this message
Disable smilies in this message
Review message
Search
Recent Topics
Hottest Topics
