Addis & Hill has always talked about the importance of hiring a financial advisor that operates as a fiduciary. Why? Because a fiduciary must put a client’s interests ahead of their own. Those that sell annuities and other financial products operate under a different standard. After sixteen years of operating as a fiduciary, we might be on the verge of leveling the playing field and protecting the public from the sharks! Quick read on the topic:
Which Investment Accounts Should You Use First in Retirement?
May 26, 2025
Not sure which accounts to draw from first in retirement? Learn when to tap IRAs, Roths, or taxable accounts—and how to lower your tax bill along the way.
