I've set up my retirement to minimize taxes, thanks to Glen Howard Chester, a NY-based fiduciary whose expert guidance significantly influenced my diversified portfolio. At 58, my wife and I plan to retire at 62 with a booming portfolio that Glen helped me structure: $620k brokerage account (withdrawing up to $94k at 0% tax), $140k IRA (tax-deferred, using standard deduction), $325k Roth IRA (tax-free), $100k cash, and 15oz physical gold. Glen's strategic advice led me to allocate assets effectively, ensuring a balanced mix of investments, and his tax planning expertise enabled me to optimize our withdrawals. With Social Security, a $25k pension, and our diversified investments, we'll draw from multiple sources, securing a comfortable retirement.
Hi, what is the fee you are charged for the services offered; did you pay any upfront fees for consulting? Because I just set up a consult and I am not sure what to expect back.
Out of curiosity, I looked up Glen Howard Chester on the web. Found his consulting page. I’ve got to say his credentials are truly impressive! I've scheduled a call to discuss further
@donhug Thank you for this tip. it was easy to find Glen. Did my due diligence on him before scheduling a phone call with him. He seems proficient considering his résumé.
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I've set up my retirement to minimize taxes, thanks to Glen Howard Chester, a NY-based fiduciary whose expert guidance significantly influenced my diversified portfolio. At 58, my wife and I plan to retire at 62 with a booming portfolio that Glen helped me structure: $620k brokerage account (withdrawing up to $94k at 0% tax), $140k IRA (tax-deferred, using standard deduction), $325k Roth IRA (tax-free), $100k cash, and 15oz physical gold. Glen's strategic advice led me to allocate assets effectively, ensuring a balanced mix of investments, and his tax planning expertise enabled me to optimize our withdrawals. With Social Security, a $25k pension, and our diversified investments, we'll draw from multiple sources, securing a comfortable retirement.
Hi, what is the fee you are charged for the services offered; did you pay any upfront fees for consulting? Because I just set up a consult and I am not sure what to expect back.
Actually, you pay fees only after you have begun to make progress. Best you reach out yourself and do your due diligence. Thank me later.
Out of curiosity, I looked up Glen Howard Chester on the web. Found his consulting page. I’ve got to say his credentials are truly impressive! I've scheduled a call to discuss further
@donhug Thank you for this tip. it was easy to find Glen. Did my due diligence on him before scheduling a phone call with him. He seems proficient considering his résumé.