Annuity Review: Keep It, Fix It, or Convert It
Not sure about the annuity you were sold? Run the surrender math, see whether a 1035 exchange or a staged Roth conversion beats staying put — with the IRS citations. Sometimes the answer is keep it.
Not sure about the annuity you were sold? Run the surrender math, see whether a 1035 exchange or a staged Roth conversion beats staying put — with the IRS citations. Sometimes the answer is keep it.