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Reply to "Fee-based financial advisor for retirement years"
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[quote=Anonymous][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] Agree far easier to become comfortable with the investment side of things than the tax and estate implications. It would be great to have an advisor for the latter side, but difficult to know where to find one.[/quote]
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