Rollover IRA to a Fixed Income Annuity
I’m concerned about my 2 IRAs that I need to access in 5 years. My husband says I should roll my money into a FIA. Will I be taxed? Can you recommend a good FIA company. Thank you!
Terry Says
Whoa! Is your husband an annuity salesman?? Without knowing more about your situation, let me generally say that is NOT a good idea. But why don’t the two of you get some personalized and trusted financial planning advice from a FIDUCIARY fee-only financial planner who is not trying to sell you something. Looks like you could use it!
Please read this: https://www.terrysavage.com/pam-krueger-wealthramp/
