Question: August Winter has a tax deferred annuity ( TDA ) at her place of employment. Currently, she has almost 8 0 % very conservatively invested.

August Winter has a tax deferred annuity (TDA) at her place of employment. Currently, she has almost 80% very conservatively invested. She wants to reallocate her plan assets so that only 10% is very conservatively invested and the remainder is invested in moderate- to highrisk investments. To make sure the fund transfer is not a taxable event

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