‘That Makes Absolutely No Sense’: Orman Warns Family Moving Mom’s $87K Annuity to a Roth
Paying a $6,000 surrender charge to convert an $87,000 annuity to a Roth would cost the mother roughly two years of guaranteed $250-a-month income and would likely create an income spike that could raise her rent or disqualify her from income-based elderly housing.
Sep 14, 2026 ·
Yahoo Finance

















