I am 62, ins. only license. Selling annuities for the past year and a half so I still have a lot to learn. I have been told that with the DOL changes I should get my
65. I am planning on retirement 4-5 years down the road, and there seems to be many additional expenses that go with with the RIA- 65 plan. I am not sure I can get enough AUM to make it worth it. Am I missing something? Seriously thinking about going back to FE. I would appreciate your feedback.
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65. I am planning on retirement 4-5 years down the road, and there seems to be many additional expenses that go with with the RIA- 65 plan. I am not sure I can get enough AUM to make it worth it. Am I missing something? Seriously thinking about going back to FE. I would appreciate your feedback.
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