I inherited a fixed annuity that really needs to be moved out of its current situation. I have been advised to do a 1035 exchange to a variable annuity to avoid taking the tax penalty. I am under the age of 30 and would like to know if this is really the best option for the investment.I have read all of the information under the annuity section and am concerned about making the right move.Can anyone offer any suggestions?
Best Of |
Favorites & Replies |
Start a New Board |
My Fool |
BATS data provided in real-time. NYSE, NASDAQ and NYSEMKT data delayed 15 minutes.
Real-Time prices provided by BATS. Market data provided by Interactive Data.
Company fundamental data provided by Morningstar. Earnings Estimates, Analyst Ra