"that the annuity is inside an IRA. She can rollover the IRA to another provider tax-free, but if she takes any money out, she'll be subject to the income tax you mentioned, and a 10% excise tax as well. " Good point. That had escaped me. She can still diversify by transferring a part of money to another trustee, that is to open another IRA. Grumble, grumble....an IRA is a lousy place for an annuity.....!!!! Chris
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