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Statement of Disability 200458 Ameriprise Financial Form

Statement of Disability 200458 Ameriprise Financial Form

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Tania's in Illinois hey Tonya how are you hi thanks for taking my call Dave I'm so pleased this week with you you too what's up well I'm hoping you can guide me I think I've made a big mistake my husband and I just started doing your plan in August and it's been amazing but we're on baby step 2 but this has to do with an old 403 B that I've had nothing's being contributed to it but earlier in the year back in April we went to the financial planning services that my company sponsors and pays for and they did a full workup and I had been kind of having sleepless nights because my my value would go from I'd lose like $20,000 you know and then I get anyway there was a lot of risk so they suggested that I moved some money a hundred and sixty six thousand into a traditional annuity within my 403 B retirement account guaranteed so right now 30% of my 577 that's thousand that's in there is now in th

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