UnThreaded | Threaded | Whole Thread (10) | Ignore Thread Prev | Next
Author: AlyKat Three stars, 500 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 76238  
Subject: Re: financial planner for advice on annuities Date: 2/29/2000 11:43 PM
Post New | Post Reply | Reply Later | Create Poll Report this Post | Recommend it!
Recommendations: 1
Several of the articles concerning retirement investing suggested that, before retiring, it would be WISE to consult a financial planner for advice on withdrawing or rolling over any 403b annuities or taking a lump sum distribution. Does The Fool have a list of financial planners they could recommend? Short of looking in the yellow pages, I wouldn't know where to begin.

I have found word of mouth to be the best way to find a financial planner, an accountant, a lawyer or any other professional you might need. I would start by asking your friends, relatives, coworkers etc if they have a financial planner they have had a good experience with and would recommend to you. Chances are your friends aren't going to refer you to someone who screwed them. If they do it is time to find some new friends. ;o)

AlyKat
Post New | Post Reply | Reply Later | Create Poll Report this Post | Recommend it!
Print the post  
UnThreaded | Threaded | Whole Thread (10) | Ignore Thread Prev | Next

Announcements

The Retire Early Home Page
Discussion on accelerating retirement day.
Pencils of Promise - Back to School Drive
"Pencils of Promise works with communities across the globe to build schools and create programs that provide education opportunities for children."
Post of the Day:
Value Hounds

Considerable Headwinds for Profire Energy?
What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Community Home
Speak Your Mind, Start Your Blog, Rate Your Stocks

Community Team Fools - who are those TMF's?
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and "#1 Media Company to Work For" (BusinessInsider 2011)! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.
Advertisement