Man, I am confused. I basically have three different retirement accounts: A Roth IRA, which I am in the process of moving from AXP to Vanguard 500 Index. Then I have a Traditional IRA that is with American Express as well (AXP PARTNERS SELECT VALUE FUND B) and I have an Annuity with about $11800 in it, but a liquid value of $10900. I was using a Financial Advisor at AMEX, but became suspect, particularly when I did some reading about annuities. Still, to meet and maximize my retirement goals, should I keep it in the annuity, which is divided as follows: AXP VP DIVERSIFIED BOND FUND10%9.543%920.396$1.221$1,123.95AXP VP EQUITY SELECT10%9.961%1201.982$0.976$1,173.18JANUS ASPEN SERIES INTERNATION23%24.622%5291.148$0.548$2,899.99MFS VIT INVESTORS GROWTH STOCK50%48.569%10014.346$0.571$5,720.31WANGER US SM COS27%7.303%673.176$1.278$860.18Then for me, the question becomes how much do I contribute and to what? I know I should fund the Roth first, but then do I contribute to the traditional IRA or the Annuity? Do I move the Annuity to something else. I am a bit lost as to how to allocate this.
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