Story thread · 2 reports / 2 sources
‘That Makes Absolutely No Sense’: Orman Warns Family Moving Mom’s $87K Annuity to a Roth
247wallst.com · 18h · first report
How the coverage leans
Across 2 sources · syndicated copies counted once
A Boston listener wrote in last weekend on behalf of her 78-year-old mother, asking whether Mom should pay a $6,000 surrender charge to move her $87,000 annuity into a Roth IRA at Fidelity. The annuity expires in 2028, pays her $250 a month in RMD income, and she lives in elderly housing priced on her […]
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