Where from here?
Terry,
Hope you had a blessed Thanksgiving I heard you hosted! At 69 & still working I can’t make any errors, I am not taking SS till 70 on your recommendation. I paid 10 in taxes above my income on money sitting in MM funds I have been ultra conservative I have no debt, kids, parents, house any more. I will continue working perhaps not at this level in the future. How can I cut a tax bill down and prepare for that time when I do jump ship/retire? Total assets 1.2 mil.
Terry Says
This is the perfect time to have a session with a fee-only FIDUCIARY financial advisor — who is not trying to sell you anything. You’re approaching the “withdrawal” state — and you need a plan so you can sleep at night.
Please read this article and set up an appointment. Pam will guide you through the process and introduce you to someone you can trust.
