How to do a 401k Rollover to an Annuity
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How to do a 401k Rollover to an Annuity
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About this listen
Thinking about using your 401k to buy an annuity? In this episode, I break down the two main ways to do it—and the big mistakes you’ll want to avoid. I also share a real-life example of how one couple increased their guaranteed income by $70,000 just by using a smarter rollover strategy.
Here’s what we cover:
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Why annuities are becoming more popular for retirement income
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What the SECURE Act changed about annuities inside 401k plans
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The pros and cons of using your 401k’s built-in annuity options
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How to roll over your 401k without triggering taxes
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Why a second opinion can mean thousands more in retirement income
If your 401k is a big part of your retirement plan, this episode is a must-listen.
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