Retirement moving my457
I’m going to retire in 2024 in 1998 we Were let go from Chicago public schools I moved all of my mutual funds and everything and combined them into a Charles Schwab when I retire should I look for another financial company to roll over my 457 or should I move it to Charles Schwab
Terry Says
That all depends on whether you are comfortable making decisions about how to invest that money! I would suggest this is a perfect time to meet with a FEE-ONLY, FIDUCIARY financial planner — who is not trying to sell you anything, and can look at your entire retirement situation. Find one at www.Wealthramp.com — where they are all carefully vetted fiduciaries who put your interests first.
