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re: Phone call with Fidelity rep

Posted on 10/7/23 at 8:13 am to
Posted by La Place Mike
West Florida Republic
Member since Jan 2004
28840 posts
Posted on 10/7/23 at 8:13 am to
Can you provide more information about the annuity, like what are the riders and how much do the riders cost? On the surface purchasing SPDA may not be a bad thing. It would provide a guaranteed income and help protect you from sequence of return risk when being this close to retirement.

What happens in the market 5 years before and 5 years after you retire can determine what type of retirement you will have.
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