Quote:
Originally Posted by TKGargiulo
Everyone's personal financial situation is different.
As someone who does retirement income planning and tax preparation my advice would be to work with a qualified professional to come up with your plan.
Tom
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I appreciate your comment. When I go on about taxes -- because I like to -- I always include a disclaimer that says it is possible that I have no idea what I am talking about and professional advice is in order.
You said it so nicely. Classy. So often in threads like this, there are posters who chime in with rude one-liners designed only to try to make those who ask questions feel dumb for asking the gen pop on TOTV about financial matters.
I think threads like this can be really helpful because the informative discussions, that often follow, can give the OP a starting point, along with a working vocabulary, to put together a list of questions for a professional.
It's so much better to pick up what you can and think things through instead of going in cold to meet with an accountant/planner. Being prepared saves meeting time, makes communication better, and is the key to a clear understanding of professional advice.
Some of us TOTVers do what we can to try to help when questions are asked.
Boomer