401K
Hi Terry,
I am getting ready to retire and want to know should I split my 401K savings between two financial advisers for safety? Should it be different than who my husband is invested with?
Terry Says
No, that’s not a good idea. There is no additional “safety” — and in fact, it might create problems if each takes a different investment approach.
This is a good time — before you do a rollover — to get FIDUCIARY fee-only advice you can trust, not only about your investment strategy but about your withdrawal plans, to have the best chance of making your money last your lifetime.
YOu can get matched to a fee-only FIDUCIARY advisor at Wealthramp. Read this for more informatin.
