Annuity Rollover

Annuities are investments issued by insurance companies that can be used to help build a guaranteed income stream or a retirement nest egg. It’s like being able to create your own pension fund or IRA. Annuities come in many varieties, helping investors reach diverse retirement goals.

Annuities may be good for investors…

  • seeking stable, guaranteed lifetime income
  • looking to save more for retirement in a tax-deferred investment vehicle
  • wanting asset protection with the potential for growth

Why Transfer Money to an Annuity?

An annuity contract is the only product that can create guaranteed income for life. That’s the most common reason people choose an annuity vs a 401(k) plan or a self directed annuity.

Consider your retirement goals. If one of your goals is to create an income stream to supplement social security, then an annuity may be a good choice. Most people interested in rolling over their IRA or 401(k) into an annuity are either in retirement or close to it.

Usually, this happens because they want to ensure they won’t outlive their money, and annuities can provide that peace of mind. Others fear the stock market’s risks and want an annuity’s guaranteed income as part of their retirement investment strategy.

Protection again Market Falldown

Which strategy you would prefer, Traditional or Index ? Ofcourse Indexed as NO Loss of your valuable savings