So glad to see Christine on your podcast. She’s the best! Her literature and guidance has put me on a great footing in retirement. She’s giving me the confidence to do it myself. In combination with your tool, of course. Side note … I’m in search of a advice only advisor with significant experience…. Someone that I can walk through this with for the next several years. Any ideas? There are too many to choose from.
Request… if we can build in dividend distribution in a Roth account that would be great. I believe right now, It’s considered taxable income in the distribution. Thank you for such a great tool.❤
Thank you for taking the time to share this feedback with us! I will share your feedback or request with the Product Team for their consideration - there's a chance that it may already be on the Roadmap. You may want to keep an eye on the newsletter and Release Notes to learn more about planned and new features. Thank you for being a part of our community - we appreciate it. We would not be here without you :D
![Intentional Retirement Living with Fritz Gilbert [Ep. 84]](http://i.ytimg.com/vi/lH_NomYLW1E/mqdefault.jpg)
Christine is a rare financial expert who dedicated her career to educating investors of all ages
So glad to see Christine on your podcast. She’s the best! Her literature and guidance has put me on a great footing in retirement. She’s giving me the confidence to do it myself. In combination with your tool, of course.
Side note … I’m in search of a advice only advisor with significant experience…. Someone that I can walk through this with for the next several years. Any ideas? There are too many to choose from.
Request… if we can build in dividend distribution in a Roth account that would be great. I believe right now, It’s considered taxable income in the distribution. Thank you for such a great tool.❤
Thank you for taking the time to share this feedback with us! I will share your feedback or request with the Product Team for their consideration - there's a chance that it may already be on the Roadmap. You may want to keep an eye on the newsletter and Release Notes to learn more about planned and new features.
Thank you for being a part of our community - we appreciate it. We would not be here without you :D
💡 Share your thoughts or any insights you gained in the comments below-we’d love to hear from you!