Join Early Retirement Today
Thread Tools Search this Thread Display Modes
Fidelity Income Management Account?
Old 11-30-2008, 12:35 PM   #1
Dryer sheet aficionado
Join Date: Jul 2008
Location: Fairfax, VA
Posts: 43
Fidelity Income Management Account?

Has anyone or is anyone using the Fidelity IMA? What do you think of it and is it worth the time and effort to set up? Or have you heard anything good or bad about it. Or any other ideas you have.
BillNOVA is offline   Reply With Quote
Join the #1 Early Retirement and Financial Independence Forum Today - It's Totally Free!

Are you planning to be financially independent as early as possible so you can live life on your own terms? Discuss successful investing strategies, asset allocation models, tax strategies and other related topics in our online forum community. Our members range from young folks just starting their journey to financial independence, military retirees and even multimillionaires. No matter where you fit in you'll find that is a great community to join. Best of all it's totally FREE!

You are currently viewing our boards as a guest so you have limited access to our community. Please take the time to register and you will gain a lot of great new features including; the ability to participate in discussions, network with our members, see fewer ads, upload photographs, create a retirement blog, send private messages and so much, much more!

Old 11-30-2008, 03:11 PM   #2
Moderator Emeritus
Nords's Avatar
Join Date: Dec 2002
Location: Oahu
Posts: 26,804
Interesting. I've used pieces of this (their alerts, their Billpay, their retirement planner) but I've never seen it all tied together. I've also never heard of it before, so they must be marketing the heck out of it.

Alerts & Billpay work just fine. The retirement planner is slow with tedious data entry and it seems pretty conservative compared to FIRECalc.

In the past their asset-allocator software has had trouble categorizing some stocks like Berkshire Hathaway, so maybe you'd want to check Fidelity's opinion against some other financial website like M* or Google Finance. And it might get complicated to track your assets held at other institutions, like PenFed CDs. Last time I tried their "Full View" a few years ago, it used to ask for your logins & passwords to those sites. Not the sort of info I cared to share with Fidelity's website contractor.

This seems like it could really be a powerful tool for the guys (and they're almost always guys) who want to have a system in place for their widows.

Co-author (with my daughter) of “Raising Your Money-Savvy Family For Next Generation Financial Independence.”
Author of the book written on "The Military Guide to Financial Independence and Retirement."

I don't spend much time here— please send a PM.
Nords is offline   Reply With Quote

Currently Active Users Viewing This Thread: 1 (0 members and 1 guests)
Thread Tools Search this Thread
Search this Thread:

Advanced Search
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off

Similar Threads
Thread Thread Starter Forum Replies Last Post
Retirees face ‘guaranteed income gap,’ Fidelity warns Olav23 FIRE and Money 7 09-01-2007 12:34 PM
Fidelity High Income Fund - Should I fear? Budman FIRE and Money 24 02-25-2007 08:53 PM
Tranaction fees, Fidelity - Automatic Account Builder discount. Brat FIRE and Money 3 10-17-2006 10:18 AM
Fidelity Stategic Income (FSICX) kenepp1 FIRE and Money 6 06-14-2005 05:52 PM
account management costs cfcf FIRE and Money 26 06-23-2004 11:58 AM

» Quick Links

All times are GMT -6. The time now is 11:29 PM.
Powered by vBulletin® Version 3.8.8 Beta 1
Copyright ©2000 - 2021, vBulletin Solutions, Inc.