Ask Terry Questions Fidelity Retirement Account

Fidelity Retirement Account

By Terry Savage on April 03, 2024 | Insurance & Annuities

I am 65 and retired. I have my retirement account with Fidelity and is split into a traditional IRA and a fixed annuity. You mentioned on WGN today that you would not recommend a fixed annuity. What would you recommend in it’s place?

Terry Says

That’s not what I said. I recommended against Equity-Indexed annuities. Do you know what type of annuity you own? Please write back.



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