Personal Investments • Fidelilty Advisor Pushing Annuities

Having had this same discussion with my designated Fidelity advisor, I suspect he/she presented you with a chart that notes a shortfall of guaranteed income in your retirement plan. And from this observation offered the suggestion of some form of annuity to fill that gap. If that's the case then, then plan he/she is suggesting may not be motivated by a value to them as your advisor. Adding that a GYMA or other SPIA may not be right for you but may be a reasonable suggestion.

Statistics: Posted by SplitTheBill? — Thu Dec 19, 2024 11:58 am — Replies 57 — Views 2928

---