I’m 60 years old. I have a 403b that is currently invested in a 6 year shield annuity. I’m in year three of the shield.I retired from teaching here in Milwaukee and now have a private sector side job that I’ve opened a tax deferred 401k with. I also have my own personal Roth account. How do I move my investment in the shield annuity to my Roth account so that I can pay the taxes due out of my own cash savings to maximize what I can put into my Roth account. Do I need to surrender the shield annuity?
