Retirement
My wife is retiring and gets a Pension of about $70K year. Should this funding be put in an annuity for tax purposes? Also, I need a financial advisor, fiduciary. Can you recommend anyone?
Terry Says
Well, that’s great news! You definitely need a financial planner — someone who is NOT trying to sell you an annuity or other products or an expensive management services. You need a FIDUCIARY — an advisor who only charges fees and fully discloses them, promising to put your interests first. You can get matched with a vetted Fiduciary at www.Wealthramp.com
