All Forum Posts by: Linda Dorothy

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.

Thank you, Glenna.  I appreciate your input.

Thanks for the reply, John. Who determines if an IRA can be self directed? I have monies in both a Roth and taxable IRA.

Is anyone familiar with a self directed IRA in rental real estate? What do I need to consider before rolling over my IRA into property? Is there a $ limit? What are the restrictions?

Thank you!