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Yes, same here, it says to call.I believe that you can buy the fund through Fidelity BUT.....
There is a transaction fee and this alert on the Fidelity site:
"Please call a Fidelity Representative at 1-800-544-6666 to buy this fund."
At least that's the info I received when I searched the fund. Also search (research) the fund by its name and not its ticker symbol. For whatever reason Fidelity acts like it's nonexistent if you use the latter.
@sfnative, I'm at Fidelity, which offers a sort of secondary I share class for at least some Pimco funds, the I-3 class. Those are intermediate between the "normal" I shares and A shares, with ER's in between I and A, and low minimums (used to be $2,500, now apparently no minimum), with a TF, for the ones I've checked or invested in at Fido.AndyJ -- you might now be able to get those Pimco institutional funds at Schwab with only a $2,500 minimum. That's the case for PIMIX, anyway.
How long have many of us been saying that? Gotta be at least 5 years now....Anyone who's actually PAYING M* for Premium service is getting robbed.
A very good piece that mentions many of the gotchas often omitted. For example, articles often note that HSA account money can be used to pay for Medicare premiums, but they don't clarify that one cannot use HSA money for Medigap premiums. This piece got it right.How to Be Proactive With Your Medicare Options:
planning-for-medicare
But they do automatically change:Unlike tax brackets, the [IRMAA] thresholds don’t automatically change with inflation.
20 CFR § 418.1105(c)Starting on January 1, 2020, the threshold amounts will resume adjustment for inflation
TRPrice Study:
A recent survey from T. Rowe Price finds that health care costs are the top spending concern of retirees. This comes as no surprise as some studies predict that a 65-year-old couple may need up to $400,000 to cover health care costs in retirement. But these estimates don’t provide an accurate picture of what most retirees will encounter.
Such daunting numbers give an impression that it will be difficult for most retirees to afford health care in retirement. We believe that planning for health care costs in retirement can be made simpler by using the available assets and income retirees have. But we need to approach calculating health care costs differently.
When trying to plan for future health care expenses in retirement, consider these three things:
When it come to Large Cap Equity exposure, an S&P 500 index is a great choice. Many LC funds are nothing more than closet index funds with a much higher ER. Some LC managers differentiate themselves. It's important to have good reasons to own a LC fund because beating the index is a pretty high bar.So what's the point of going beyond SP500?
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