Avoiding Fraud: Safe Retirement Savings
Update: 2025-12-29
Description
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.com
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