Our financial advisor. He does all of the money movement for us, deciding how to withdraw, then moving it into our bank account & remitting the taxes. We’re not DIY on our investments. But many are, which is what prompted my post.
Our financial advisor. He does all of the money movement for us, deciding how to withdraw, then moving it into our bank account & remitting the taxes. We’re not DIY on our investments. But many are, which is what prompted my post.