By Terry Savage on September 27, 2015 | Investments


I am hoping you can provide some guidance.

I am 61 years old with a Fidelity IRA I am looking to move some of it into an income producing fund or funds
Do you have any recomendations.



Terry Says:  That’s an easy one.  Just contact Fidelity and ask about their investment advisory program, which is free if you have %50,000 with Fidelity.  They will help you choose appropriate funds, and also let you know how you are doing on reaching your retirement goals.  Then in a few years, they will help you with a withdrawal program designed to give you the best chance of making your money last as long as you do!  It’ a good thing you’re already in the right place at Fidelity!



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