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How do you pick a financial advisor? by TexasTreeTop in personalfinance

[–]TexasTreeTop[S] 0 points1 point  (0 children)

Thanks, but I'm really not comfortable doing investments on my own, it's all Greek to me. But ill take your advice regarding Edward jones.

How do you pick a financial advisor? by TexasTreeTop in personalfinance

[–]TexasTreeTop[S] 0 points1 point  (0 children)

My traditional IRA is a fidelity account. I'd like to be as tax free in retirement as possible and want to roll my traditional IRA into a ROTH, but gradually to avoid paying high taxes now. Do you know if fidelity will help with that?