Personal Investments • Re: Talk me out of these USAA annuities

I have not bought in and I'm being pestered.

If you're being pestered, I'd tell the agent firmly "no", either on the phone or in writing (or both).

And then I'd block further contact with this person.

It sounds like i would be well served by posting my portfolio; once i gather my materials and muster up the wherewithal, I'll post that.

I agree that you'd be well-served to post your portfolio.

When you do post your portfolio, you might find that a multi-year guaranteed annuity (MYGA) like the 5 year product being pitched by the salesperson fits well into the fixed income part of your portfolio.

But a MYGA might not be a fit for you.

I expect that you'll feel much more confident in moving forward, in whatever direction you choose, once you are able to see (and get comments on) the full picture of your investments.

Statistics: Posted by Stinky — Thu Jul 04, 2024 3:54 am

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