Quote:
Originally Posted by Cbriggi
First - talk with a financial advisor! There are pros and cons you have to calculate. A decent firm will have a CPA available (don’t trust just a FA to tax laws). Most will do it gratis as they want you for a client
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Good advice, but I would add that the advisor should be fee-based - not commission-based. There is no way I’m giving a percentage of my nest egg to anyone on an ongoing basis. Get the advice and implement it yourself.
Now, if my mental faculties should start to fail, that’s a separate consideration. If that happens, I’d probably run for public office. 😎