Talk of The Villages Florida - View Single Post - Advice pls
Thread: Advice pls
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Old 12-17-2020, 08:26 AM
PaulinTV PaulinTV is offline
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Default Get a Financial Advisor

Quote:
Originally Posted by Rga20 View Post
Now that I've finally retired what do I do with my 401k. Don't anticipate needing the money but don't want to lose it either. Appreciate your inputs.
If you are asking here it would seem that you need a qualified financial advisor. This group will perform heart surgery if you ask about it! You might want to ask about recommendations for a FA and you should get a sufficient number of good suggestions to start your interviewing process.

FA's are worth their weight in gold as they can suggest the appropriate way to grow the money, protect from taxes, and consider heirs in the planning based on your personal situation.