pre and post retirement question
Hello Terry!
I am a Illinois high school teacher and plan to retire next year. I have met with the Illinois Teachers Retirement System to discuss my pension.
Can you recommend reputable, trustworking sources to discuss financial planning, tax implications re: RMD for 403(b) Roth IRA when earning a IL pension? I also need advice re: Estate Planning?
Any information would be greatly appreciated as I have been managing my finances on-my-own, but now realize that I may need expert advice coordinating all of the above after retirement and understanding the tax liabilities for budgeting purposes.
Terry Says
If you will follow this link on my website, it will take you to an explanation of Wealthramp — a “matching service” for carefully vetted, fee-only FIDUCIARY financial advisors. That is exactly what you need!
