two4theroad
Recycles dryer sheets
We are planning to go with Vanguard and are already communicating with them. Every time we ask questions concerning long term withdrawal strategies or the exact benefits of doing things a certain way they remind me that they are not tax experts. I would like to consult a CPA/CFP or CFA about plans for converting our 401K's to IRAs. There are so many tax questions and different ways to approach the changeovers that have to be made over the next year or two that I am overwhelmed. I can find a CPA but have had no luck with contacting a local person with CFA/CFP credentials. I googled it but still no luck. I already spoke to just a CPA and he was no help.....long pitiful story. Anyone know of or know how to find the person I need in Corpus Christi, Texas who will work for an hourly rate??
Thanx,
2fer
Thanx,
2fer