‘I don’t trust my financial guy.’ I’m 67 and trying to live on $2.2K-a-month Social Security. I have $500K with an adviser, who charges 2%, but last year the return was 26%. What’s my move?

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  • ‘I don’t trust my financial guy.’ I’m 67 and trying to live on $2.2K-a-month Social Security. I have $500K with an adviser, who charges 2%, but last year the return was ...
    Question: “I’m 67 years old living – or trying to – live on $2,200 Social Security a month. I don’t trust my financial guy. I rolled over a roughly $500,000 IRA to him without really ...
    10/23/2024 - 10:28 pm | View Link
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