ww340 wrote:Thank you for the reply.
The purchase I am making this week is in an IRA, so I am guessing it may not matter in that case?
abuss368 wrote:Would anyone be aware when the Q&A to Jack Bogle may be available?
abuss368 wrote:Does anyone know (and I apologize if this has already been addressed) when the questions to both Jack Bogle and the Panel (that we posted to the threads) will be available to review?
dhodson wrote:Mel's post should say 1035 exchange
Also keep in mind that while the transfer does not incur any taxes, you are still just delaying taxes with gains being taxed as income when dealing with insurance products.