@Critterthis is where I smirk and chuckle and maybe bang my head against a wall... I've been avoiding the statement of "seek out advisors" in this thread. I'm a...
@Anonymousthis is what I'm trying to find more information about.A) How do I find someone that does this?B) What does it look like when the custodian sends a 10...
@dmertz- I'm specifically looking for a way to DISPUTE the FMV provided by the insurance company. It is my belief that they are using a very low discount rate. ...
@Critteras to your items:1) done;2) Already tried to get them to produce a calculation and their written response is "it is proprietary";3) annuitizing would pr...