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Originally Posted by biscuitgirl
Hi all. My husband and I are recent arrivals in TV. We’re looking for a professional to advise on taking withdrawals from our savings to fund retirement. We’ve always made our own investment decisions and feel pretty comfortable with that. But we have a few big-ticket items coming up with the house, as well as day-to-day expenses, and I’m struggling to figure out when and from which accounts to take money to minimize tax impacts. There seem to be plenty of people around that will sell you an annuity or manage money for an ongoing fee, but surely there must be people that specifically advise on the withdrawal side of things. Can anyone recommend a good fee-based advisor who can help guide us through this, or even identify the type of professional I'm looking for to better target my google search? Thanks.
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Like your comment! You’re exactly right about theirs always someone wanting to manage our money but they only want to manage your money because that’s what they do to get their pay checks. Not that you shouldn’t invest but I worked & retired after 38 yrs. now it’s my turn to enjoy the money I worked so hard for. Investments aren’t like they use to be where you get the biggest share of our royalties, not the investor. But I understand everybody wants to make money so if you have lots to invest, invest but I want to enjoy my yrs. of work I did to enjoy what I made!