I'm an FE guy. I have a client who is 71 years old. Pretty good health. She has $57k in a 457 plan. Just entered the RMD phase. She is unhappy with the close to 0% return on her investments in the 457 account. Can she liquidate the assets in her 457 plan and purchase an annuity w/o paying income tax during the switch? If so, how does this impact the RMD requirement?
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