Tax, SDIRAs & Cost Segregation
Market News & Data
General Info
Real Estate Strategies
Short-Term & Vacation Rental Discussions
presented by
Landlording & Rental Properties
Real Estate Professionals
Financial, Tax, & Legal
Tax, SDIRAs & Cost Segregation
presented by
1031 Exchanges
presented by
Real Estate Classifieds
Reviews & Feedback
Updated almost 4 years ago,
Variable Annuity Alternatives?
I have a variable annuity that represents 1/3 of my retirement assets. The other 1/3 is in a rollover IRA which I'm gradually converting to a Roth. I am 64 and would like to explore the best options (if any) of investing that money elsewhere. I've read about 1035 rollovers to long term care policies. Does anyone have other ideas? I hate seeing it grow and grow, knowing taxes are going to be a huge issue.