Avoiding Fraud: Safe Retirement Savings

Avoiding Financial Fraud: Protecting Your Retirement SavingsA listener, Avoiding, seeks advice on managing retirement savings without big firms and avoiding scams. The expert recommends using third-party custodians like Fidelity or Schwab to hold assets separately from advisers. Watch for red flags such as guaranteed returns and never give withdrawal power. Find fee-only fiduciary advisers regulated by the SEC or states. On taxes, consider Roth conversions to avoid high RMD taxes and work with a tax pro to stay under brackets. Checkout Solipillow.comThe Daily News Now! — Every city. Every story. AI-powered. Hosted on Acast. See acast.com/privacy for more information.