I think that paying close attention to portfolio changes made by the portfolio manager is important and so you need to have at least one review annually, but depending on market conditons and events do not feel antsy to do
Hi Ganesha! Your question touches on the variety of advisor models that exist. The answers to your questions could be different for each practitioner. For example, many advisors review your portfolio with you annually, however,
Hi again, there are different withdrawal rules for IRAs, 401(k) and defined benefit plans. The age 59.5 applies to IRAs, for 401(k) the age is 55. For your DB plan you have to have a certain amount of years combined with
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