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‘I’m Not Sure Where to Turn.’ I’m a 72-year-old Doctor With ‘Plenty of Cash’ but My Financial Adviser Died and Now I’m Facing RMDs. What Now?

By Alisa Wolfson June 05, 2025 MarketWatch

A 72-year-old doctor asks where to turn for help with his IRA disbursement. The author advises finding a CFP® professional, because they complete challenging education requirements, pass an exam, complete thousands of hours of work-related experience and follow a fiduciary duty.

Read more at MarketWatch

MarketWatch
Alisa Wolfson
June 5, 2025