Money, it's a gas.
Grab that cash with both hands
And make a stash.
The Fidelity website is beyond confusing. It's gotten to the point where I don't even bother to log-in because it is so much easier to get face time with an employee.
In any event, it was time for the annual funding of the Roth account. And not only to lower my tax base. It's important to have a nest egg so I can have sufficient funds to Yelp into my Golden Years, you know?
I explained to the employee what I was looking to do and had a few questions. He explained without using a ton of the financial jargon that you'll find in brochures for mutual funds and trading. I also appreciated that he wasn't trying to cross-sell me any additional products.
The whole process took approximately 10 minutes (it takes me about 10 minutes to find my summary page on the Fidelity website). I was very impressed with the efficiency and speed that Fidelity handled my request. read more