Fee only
I just retired and moved my 401K to a IRA with Vanguard. I am not sure if they have “fee only” accounts? I need to figure out, where & how to dispersed funds? I also have a appt, to talk to my bank (bank of America). I am very weary what to do & who to talk with?
Help.
Terry Says
Wait, wait, wait. Your question makes it obvious to me that you are not very sophisticated — and this is VERY IMPORTANT money!
I really would like you to watch this video before you do anything:
https://www.terrysavage.com/pam-krueger-wealthramp/
Then reach out through the link and Pam will match you with a fee-only FIDUCIARY advisor who can help you deal with all these issues — and more.
