Investments
Hi Terry, I listen to you on WGN. I heard you tell someone to take his money back from his financial planner. We have IRAs, CDs. Mutal funds and bonds with ours. Would we have to pay a penalty to withdraw our money to invest on our own? Or is it better to leave it? We’re 61 and 58 and still working. Thank you.
Terry Says
Please read the latest column at my website:
https://www.terrysavage.com/finding-trusted-financial-advice/
My comments to that listener revolved around one inherited IRA that must be withdrawn in 10 years. Having a TRUSTED — fee-only, FIDUCIARY — financial advisor is priceless. How does yours stack up? Is he/she a FIDUCIARY per the article?
