Personal Investments • Feedback on CFP’s Advice

The advice sounded pretty familiar- similar suggestions are seen here all the time. I didn't see any problems.

I think you should be thinking about Roth conversions too. Did the advisor discuss that? If necessary, use some Roth IRA to live on while converting (to keep income level low). This will decrease your tax-deferred balance and make RMDs a little easier.

Statistics: Posted by fi_no_retire — Tue May 12, 2026 10:56 pm — Replies 10 — Views 442