Through all of our discussions about retirement, funds, and making plans, DH told me many times that he had a very small IRA. I asked for the paperwork a couple of times, but we both kept forgetting to look for it. This week, DH comes into my office proudly holding out a sheaf of papers. His IRA!
It's an annuity.
My first reaction is to roll it over into Vanguard, but am I having a knee jerk reaction? It's a very small amount and I haven't called to get the full details yet. What questions should I ask? It's an America's Vision Plus annuity if that helps.
I admit I know very little about annuities. It's one of those topics that makes my eyes glaze over...... Any advice is MUCH appreciated!
It's an annuity.
My first reaction is to roll it over into Vanguard, but am I having a knee jerk reaction? It's a very small amount and I haven't called to get the full details yet. What questions should I ask? It's an America's Vision Plus annuity if that helps.
I admit I know very little about annuities. It's one of those topics that makes my eyes glaze over...... Any advice is MUCH appreciated!