Ask Terry Questions Mitigating taxes in retirement

Mitigating taxes in retirement

By Terry Savage on June 03, 2025 | Financial Planning / Retirement

I have an annuity through my union. I’m a retired electrician. Knowing that one can only contribute to a Roth IRA with earned income, can I transfer any portion of my annuity that I’ve earned while working into my Roth? Thank you!

money

ASK TERRY

a personal
finance question