Well after crunching the numbers, my annuity has slightly beaten the S&P while my wife has blown it away (heavier international holdings). So I think I will just do a little adjusting and let it sit until I surrender charge goes away. I'm just frustrated that I have about $30k worth of buying power that I can't use or even contribute to.Now we have to decide whether to increase our 457 plan contributions or open new Roth's whereas our AGI is still below the contribution limits (if I understand correctly).
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