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re: Do I have a bad financial advisor?
Posted on 1/27/24 at 12:26 pm to Saint5446
Posted on 1/27/24 at 12:26 pm to Saint5446
There are so many problems with them…
Lock up period or surrender charge
Under 59.5 a 10% penalty if not in an IRA
If in an IRA, paying for deferral when you already get it
Fees
Limited options
Sold with “guarantees” that are easily achievable without all the contractual terms
Etc etc
Lock up period or surrender charge
Under 59.5 a 10% penalty if not in an IRA
If in an IRA, paying for deferral when you already get it
Fees
Limited options
Sold with “guarantees” that are easily achievable without all the contractual terms
Etc etc
1
Posted on 1/27/24 at 12:29 pm to UpstairsComputer
I know we are talking about an IRA here, but I hate the idea of taking a capital gains taxed asset and turning it into an income taxable asset.
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