
Spitballing Diversified Portfolios for Retirement - 413
Your Money, Your Wealth
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XYZ School Retirement Plan
I think that the term annuity gets such a bad rap because a lot of annuities have very high fees and people buy stuff that they don't really understand. So I would have to look at the plan. Of course, we're just kind of spitballing here, but I wouldn't be overly overly concerned. It sounds like he Bruce is kind of on it. He's picked good funds. It's diversified. It's easy to contribute to. I would not be overly concerned about getting killed and surrender charges out of that account.
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