Badger
Thinks s/he gets paid by the post
- Joined
- Nov 2, 2008
- Messages
- 3,439
So, my accumulation phase of life is over and I have reached retirement. Now I’m seeking a guide (advisor, software, etc.) for my decumulation phase of life. Complex financial issues such as Roth conversions, tax efficient withdrawal strategy, Social Security, annuity considerations, estate planning, etc. must be planned and implemented.
What is the best resource you have found to assist you in this phase of your financial life?
Don't make the mistake of not planning for RMD.
Cheers!