Another Reader
Thinks s/he gets paid by the post
- Joined
- Jan 6, 2013
- Messages
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I belong to the Fidelity Greenline Forum and received this today.
We would greatly appreciate your input in this next Greenline Forum study. The goal of this study is to get feedback on a retirement strategy that Fidelity may develop for households like yours.
This study is a little different from the typical GLF studies and would take about 15-20 minutes of your time. It involves the following steps:
First, we’d like you to review a concept and provide your thoughts on this Greenline forum survey.
After this, you’ll have the opportunity to explore the full experience, including creating your own personalized plan.
Once you create your plan, you’ll be able to sign up for early access and provide even more feedback to help us shape the development of this product.
Basically, it is a withdrawal plan where they manage your money. You get an allocation based on your risk tolerance and a recommended withdrawal plan. Several times in the presentation they mention Fidelity managing your money with this plan.
It'a early in the beta testing, but for me it's completely useless. They cannot include either the inherited IRA's or the rental income. There is no indication of exactly what your money would be invested in, except percentages of the various asset classes. Managed funds? Index funds? Not stated. Nor is the fee mentioned.
Thanks, Fido, but no thanks!
We would greatly appreciate your input in this next Greenline Forum study. The goal of this study is to get feedback on a retirement strategy that Fidelity may develop for households like yours.
This study is a little different from the typical GLF studies and would take about 15-20 minutes of your time. It involves the following steps:
First, we’d like you to review a concept and provide your thoughts on this Greenline forum survey.
After this, you’ll have the opportunity to explore the full experience, including creating your own personalized plan.
Once you create your plan, you’ll be able to sign up for early access and provide even more feedback to help us shape the development of this product.
Basically, it is a withdrawal plan where they manage your money. You get an allocation based on your risk tolerance and a recommended withdrawal plan. Several times in the presentation they mention Fidelity managing your money with this plan.
It'a early in the beta testing, but for me it's completely useless. They cannot include either the inherited IRA's or the rental income. There is no indication of exactly what your money would be invested in, except percentages of the various asset classes. Managed funds? Index funds? Not stated. Nor is the fee mentioned.
Thanks, Fido, but no thanks!