Adding to your very good questions: Roth conversion strategy with respect to filling tax brackets and IRMAA impacts?For those who have used PAS, under the old or new definition, did they help with non-investment financial planning?
Social Security claiming strategy? Mortgage refinancing? Bridge loans for those buying or building a new house? Determining insurance needs and shopping for policies? QCDs? Tax planning beyond investment management?
I had thought that all they do is investments but maybe I am wrong about that?
Statistics: Posted by FoolStreet — Mon Mar 11, 2024 10:41 pm