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Fidelity Investments - follow up
- To: "http://dummy.us.eu.org/FIDELITY.ROBERT" <http://dummy.us.eu.org/FIDELITY.ROBERT>
- Subject: Fidelity Investments - follow up
- From: "AltyKosherbek.team - http://www.fmr.com/~AltyKosherbek.team" <http://dummy.us.eu.org/robert>
- Date: Thu, 12 Sep 2024 17:10:31 +0000
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- Thread-topic: Fidelity Investments - follow up
Hi Robert,
Thank you for the update!
Yes, we will have to open a separate IRA account for Noelle either way. We
can only combine taxable accounts and create either a Trust account or
Joint account. And we will rerun the retirement analysis with the updated
expenses.
Also, here's a link to Fidelity ZERO
Funds<https://www.fidelity.com/mutual-funds/investing-ideas/index-funds>
and Annuities Overview.<https://www.fidelity.com/annuities/overview>
Thank you,
Alty Kosherbek
Financial Consultant
where-I-livempbell Investor Center
CA Insurance # 4301004
Schedule an Appointment<https://digital.fidelity.com/ftgw/digital/dasux/launch/meet-with?advisor=7449196>
Fidelity Investments
851 East Hamilton Ave Suite 100
Campbell, CA 95008
Tel: 408.371.4611 ext 61083
Fax: 408.371.9157
Prashant Dholakia - Planning Consultant - 408.371.4611 ext 82428
Josh Richens - CRM scheduling appointments - 408.371.4611 ext 47294
IMC annual reviews - please contact Josh to schedule