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What should I do with my annuity?
What should I do with my annuity? I have $100k in an annuity which is about 10% of my total portfolio. I am approaching retirement and trying to get away from my financial advisor who charges a 1% fee, and I have rolled everything over to Vanguard except for this annuity. The 3 options I’m considering are: - Do a 1035 exchange of the annuity into Fidelity, but I’m unsure which t...
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