Jill on Money with Jill Schlesinger cover image

Is My Financial Future Secure?

Jill on Money with Jill Schlesinger

00:00

I Don't Want You to Do That Again

You don't have to worry about a tax implication until you are 72. The reason why i want you to get out of it is that it's an expensive way to invest. You're probably paying three % for that structured note, the fidelity service is like point two, five%. So what i think you should do is, at the end of that period, and we'll stay in touch. I think its fidelity go and it'll be invested for you for a very, very cheap amount of money. There's going to be half a million dollars in that. And then we have to decide what you want to do with that account.

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