In that case, it seems a reasonable plan to do a 1035 exchange to something "less bad" and then withdrawing (or not) each year until you can take the non-taxable basis as a lump sum. That's what we did in a similar situation.... Good luck!It had not been annuitized, and no early surrender fee.
Statistics: Posted by FiveK — Thu May 23, 2024 6:16 pm — Replies 5 — Views 134