James wrote:My wife has a TSA( Is that a timeshare annuity?) which is retirement program for non-profit organizations. Does anyone know if we could roll that over into something different.? Brokerage account or no load fund, without payng taxes.Thanx James ========================firstname.lastname@example.org writes:Another option is to do what is called a 1035 exchange to another annuity. With an Equity Indexed Annuity one can participate in market gains with a guaranteed return of principle plus a guaranteed interest rate even in a market crash. For senior citizens THAT makes alot of sense since most can't or don't want to go back into the workforce to re-earn their retirement savings!Regards,email@example.com
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