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Mutual funds From Work

By Terry Savage on May 25, 2023 | Financial Planning / Retirement

I’m 70 years old and have a retirement fund at work although it is not a 401(k) it’s mutual funds when is the best time to pull that out before I retire. I don’t know when I’m gonna retire yet hopefully 72 or 74 but as a younger people come in who knows when that’s gonna happen. I just wanted to know the best month to pull that out would it be January or or what month?

Terry Says

That’s a big question and it needs to be answered in context of your entire financial situation. It’s tough to find someone whose advice you trust. That’s why you wrote to me!
But I’m going to send you to Wealthramp.com — where you will be matched to a carefully vetted, fee-only FIDUCIARY financial planner. Set up even one meeting, and listen to their advice, which will be based on their review of your total financial situation.

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