Katie Taylor

speaker

343 appearances 2 recordings 1 series first heard Sep 2026 last heard 2d ago

Katie Taylor’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 2 in all, peaking in Sep 2026 with 2.

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My mother has $87,000 in an annuity that will expire in 2028.

Today, the surrender charge is $6,000.

Is she allowed to roll this money from her annuity to her new Roth IRA at Fidelity?

Should she pay the surrender charge and do the transfer or wait until it expires in 2028?

So that's only in two years.

My mom's 78.

She's on Social Security and has the $250 a month RMD from her annuity.

She lives alone.

She's in good health.

She also lives in elderly housing, which is based on her income.

Will her housing be affected if she does transfers until the annuity is all depleted?

Thank you from Boston.

Yeah.

That makes me very emotional.

Yeah, we decided it's the end of the summer.

Yeah.

And we promised everyone summer schedule was one podcast a week, not two.

Well, we looked at each other and said, Susie, we need to make a big decision.

Are we going to put ourselves first and continue our travel and our adventure plan for the remainder of this year?

Or...

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