Personal Investments • Thoughts on Fidelity’s Deferred Fixed Annuities?

Won't you lose just as much in tax on withdrawal? I would think DFA would come out ahead only if you will be in a lower tax bracket at the end of the term.

At the end of term the money would still be in the retirement account. No taxes until it's taken out of the tax sheltered account

OK, but you have to take it out sometime, or pass a tax bomb on to your heirs.

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You should earn as much as possible considering your risk tolerance.

Right, the question is how to do so net of taxes and fees. I'm not seeing how the annuity will be advantageous.

Statistics: Posted by Johm221122 — Fri Jun 21, 2024 10:57 pm — Replies 12 — Views 889