By Terry Savage on May 16, 2024 | Financial Planning / Retirement

We’re close to retirement with just under 300,000.00 in a 403b. We’re not sure what we should do with it or exactly what our options are? We may need it as an income source

Terry Says

You need trusted help — not just the next salesperson you run across. Of course, you’ll need this for income.  And at age 73, you’ll need to start taking required minimum withdrawals.

Please read this, so you will get good advice:  Pam Krueger Wealthramp – Terry Savage

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