IRA’s
I have about $250K in Roth IRA, SEP IRA, reg IRA. I’ll be 70 in June. They have done very well. Under new administration, I am really thinking putting it all in fixed accounts to protect principal. I also have social security and a pension. What should I do?
Terry Says
This is the perfect time to consult a FEE-ONLY Fiduciary financial advisor — someone who will put your interests first — and is not charging commissions so no incentive to get you to buy or sell. Probably at this stage of life, the correct path is somewhere inbetween those extremes!
Read this to find a Fiduciary advisor: https://www.terrysavage.com/pam-krueger-wealthramp/
