Retirement account
I am 78 years old and my portfolio is valued at 260,000 plus I ve call my financial adviser and ask about the market going down as in2008. He said I have been doing well with a 9%,he said that I could invest100,000 dollars in a FIXed5.5 annuity tax Free. The reason I am thinking about this is your appearance on channel Nine
Terry Says
If you follow my appearances you know that I do NOT recommend fixed annuities in most cases, and especially at your age. Right now you can earn 4.3% on a 6-month Treasury bill — the safest investment. Read this article.
And maybe this is the time to review your entire financial plan with a FIDUCIARY — fee-only — financial advisor — one who does not take commissions on products such as annuities.
Learn more here: https://www.terrysavage.com/pam-krueger-wealthramp/
