KpopHarmony
Wed Aug 07 2024
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7 answers
1669
Does a Fidelity Personal Retirement annuity ® cost a tax-free exchange?
I'm curious about the tax implications of transferring funds from one retirement account to another, specifically in the case of a Fidelity Personal Retirement Annuity. Is it possible to perform a tax-free exchange when moving funds into or out of this type of annuity? I'd like to understand the potential benefits and drawbacks of such a move, as well as any specific requirements or restrictions that may apply. Clarifying this information would help me make an informed decision about my retirement planning strategy.
