Hello and thank you so much. This has been a really interesting and positive experience for us! It has been very helpful. I (daughter/courtney) have printed all of these replies for my mom. A few questions were presented. In regards to helping us locate a fee-only financial advisor, we live in Macon Georgia. I appreciate the websites you've provided to help us locate some of those. I intend to find four names from the resources you provided and give my mom their names and numbers.
The products are qualified annuities and the lump sum that she gets paid out is from a rider. When she reached the age of 70 she started to receive a required minimum distribution from them as well.
This is a great resource you guys have here and we appreciate your help. I can tell that Mom feels pretty relieved by the things you have said about how Fortitude is likely a pretty stable and valid company. We will follow up and do as you have all indicated and find a fee-only advisor right away.
Warmest Regards!
The products are qualified annuities and the lump sum that she gets paid out is from a rider. When she reached the age of 70 she started to receive a required minimum distribution from them as well.
This is a great resource you guys have here and we appreciate your help. I can tell that Mom feels pretty relieved by the things you have said about how Fortitude is likely a pretty stable and valid company. We will follow up and do as you have all indicated and find a fee-only advisor right away.
Warmest Regards!
Statistics: Posted by CourtneyandIrene — Sat Mar 02, 2024 7:46 am — Replies 18 — Views 2910