We signed up with PlanVision a little over a year ago primarily to develop our Roth conversion strategy. We already had our SS withdraw dates in place (me, currently 70 started withdrawing at 66, wife will start next year when she is 70). They were excellent on the Roth planning as well as giving our asset allocation strategy within the context of our overall financial picture a look. While we are still signed up with them as a client, we have not needed to be in touch with them but I wouldn't hesitate to contact them if needed.
Statistics: Posted by Cannibly — Fri Oct 11, 2024 9:49 pm