Recent content by jhandley

  1. J

    Surrender Charge on an Annuity

    Do all fixed annuities have a surrender charge if cashed in before maturity date?
  2. J

    Urgently Need Advise on my 401(a)

    I'm new at using a forum, so I hope you got my reply that I thought would go directly to you. Just in case you did not. Thank you for the explanation. I was hoping that it would be that way.
  3. J

    Urgently Need Advise on my 401(a)

    I have a 401(a) in a company from which I retired four years ago. I am just now wanting to rollover the funds into an IRA. Are there any regulations that would keep me from a direct rollover? Could the 401(a) have been set up originally to first be turned into a fixed annuity before being...
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