Non-Qualified Annuity Archives - Epona Financial Solutions

Should I switch my annuity to a Roth IRA?

by Claudia Mott | Jun 4, 2021 | Non-Qualified Annuity, Qualified Annuity, Roth IRA

Q. I’m 67 and I have a small annuity. Is it worth switching it to a Roth IRA at this stage? I still add to the annuity. — Investor A. There are several issues that come into play here. You didn’t say whether this is your only savings or what other kinds of retirement...

Should I switch my annuity to a Roth IRA?

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