KarenL4
Employee Tax Expert

Retirement tax questions

Hi, Harv123,

Thank you for reaching out.  Unfortunately, this is not a question that is best answered in this forum.  To responsibly address this your advisor should know a LOT more about you than can be covered in this forum.

You may wish to consult a financial advisor who can responsibly learn much more about your situation and future needs and advise you.  While not recommending any institution, you may wish to learn more about how to choose a financial advisor from the Certified Financial Planner Board of Standards.  Here is a link to that site.  It can also be helpful to speak with other folks who are using financial planners.  Please do your own research before picking any paid consultants.

Please cheer by clicking the thumb icon in a post, and if this answers your question, select “Mark as best answer.”

Best,

Karen

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"