Quote:
Originally Posted by Caymus
Thanks for the replies. This will be a transitional year for me. For the next few years, I am currently planning to take enough distributions to keep my AGI just under the Medicare IRMMA level to take advantage of relativity low tax rates.
That will not be possible when I reach the RMD age.
On a side note, I have been looking for advisors for a while and have been mainly unimpressed. But I will keep looking.
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I would suggest Vanguard or Fidelity. You may want to visit the Fidelity office in Lake Sumter to see if they can meet your needs without paying any high fees or commissions.