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Retirement Planning Professional
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Retirement Planning
Retirement Planning Professional
<font face="arial, helvetica, sans-serif" size="1"><div>Wondering if you'll have enough for your retirement? Considering early retirement? These questions and much more are addressed in this investment plan, saving strategy-oriented message board.</div></font>
I would like to talk to a paid professional about my retirement situation. I have specific questions about tax brackets, paying off a mortgage, withdrawing money from retirement funds (to name a few)
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Cat:7a9899c6-bb01-48a5-bd56-e73d9d7e3998Forum:f30f5dc6-f3c4-4828-8510-fbe290ff0053
Cat:7a9899c6-bb01-48a5-bd56-e73d9d7e3998Forum:f30f5dc6-f3c4-4828-8510-fbe290ff0053Discussion:e36889f4-feb2-4140-9384-71b582d00675
Forums » Work & Retirement » Retirement Planning » Retirement Planning Professional
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Retirement Planning Professional
posted at October 10, 2011 2:22 AM EDT
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Posts: 1
First: October 10, 2011 Last: October 10, 2011 |
I would like to talk to a paid professional about my retirement situation. I have specific questions about tax brackets, paying off a mortgage, withdrawing money from retirement funds (to name a few). What type of professional should I look for? A tax lawyer, a CPA, a financial planner? I don't want a salesman. I need an advisor who can objectively evaluate my assets and make predictions about future withdrawal & spending down and when to do it. |
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Re: Retirement Planning Professional
posted at February 3, 2012 8:20 PM EST
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Posts: 1923
First: November 27, 2011 Last: May 18, 2013 |
In Response to Retirement Planning Professional: I would like to talk to a paid professional about my retirement situation. I have specific questions about tax brackets, paying off a mortgage, withdrawing money from retirement funds (to name a few). What type of professional should I look for? A tax lawyer, a CPA, a financial planner? I don't want a salesman. I need an advisor who can objectively evaluate my assets and make predictions about future withdrawal & spending down and when to do it. Any suggestions? Posted by 2yc8138 You are looking for a "fee-only" based financial advisor - he does not sell you anything nor does he make commission off of anything, rather you pay him for his advisory services only. They'll give you a fixed price up front for their services, regardless of the product they recommend. You won't have to worry about conflict of interest. Their success will depend on your good word of mouth and how well they did by you. To find a good one, go to the National Association of Personal Financial Advisers website, NAPFA.org. |
Forums » Work & Retirement » Retirement Planning » Retirement Planning Professional
