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This is helpful! Can you do another video about reducing SAI since it will replace EFC in the near future?
You mentioned moving assets to retirement accounts and etc. let's say you have a million in stock and you maxed out 401k and Roth IRA. What are other ways to move assets? I looked at annuity and not a good option.
What did you annuity options look like?
This is helpful! Can you do another video about reducing SAI since it will replace EFC in the near future?
You mentioned moving assets to retirement accounts and etc. let's say you have a million in stock and you maxed out 401k and Roth IRA. What are other ways to move assets? I looked at annuity and not a good option.
What did you annuity options look like?