Ask Terry Questions Fiduciary investment firm

Fiduciary investment firm

By Terry Savage on March 11, 2024 | Financial Planning / Retirement

I have a lot of money in Ira’s 401K’s and annuities; I’m retired now and need to figure out how avoid the taxes. I need to know where to put this money so I don’t lose it to the irs
I need a retirement savings analysis.
Who should I trust ?
Anyone you recommend?

Terry Says

I recommend this service —Wealthramp — started by my friend Pam Krueger, to match people with FEE-ONLY FIDUCIARY advisors. She has carefully vetted each of the advisors, and you can trust them. They are not trying to sell you anything –unlike most “financial advisors” out there. And they will look at your entire financial picture –taxes, estate plan, insurance, as well as investments.

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