Are you stuck in an old annuity that isn't performing well, but you are terrified that moving your money will trigger a massive tax bill from the IRS? What if you could seamlessly upgrade to a brand-new contract completely tax-free?

In this video, Shawn Plummer from The Annuity Expert answers whether you can transfer your annuity to a different company later without paying taxes. The answer is absolutely yes! Shawn explains the "1035 Exchange" and Direct Transfer rules, showing you how to move your money from one institution to another without triggering a taxable event.

However, Shawn issues a massive warning: Do not let the insurance company write you a check! If the money touches your hands, the IRS will penalize you. He also breaks down what the insurance "Suitability Team" looks for, and why anyone who bought an annuity prior to  ...