Rollover Your Money

Rollover Your Money

Are you retired? Have you changed employers? Maybe you’re near retirement or reevaluating your current retirement plan. Whatever your situation, you may be eligible for a rollover or transfer.  An Indexed Annuity may suit your retirement planning needs. A rollover is a way to move your money (without taxes or penalties) from an employer-based or other qualified retirement plan into an IRA account. This option is common with such plans as a 401(k), TSP, 401(a), 403(b), and 457. If you meet any of the following requirements you may be eligible for a tax-free rollover:

  • Separated from an employer
  • Aged 59 1/2 or older

Contact the professional that referred you to this website to learn more about your rollover options and eligibility.

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Ready to start or learn more?

Do you already own an IRA or other retirement account?

Many people have their personal retirement savings in traditional bank savings accounts, CD’s, Money Market Accounts, or Mutual Funds. Depending on your retirement savings goals these types of accounts may or may not suit your retirement needs. Savings Accounts, CD’s, and Money Market accounts provide the safety that many retirement savers seek for fear of losing money in the financial markets. Yet the growth rates on these accounts can be so low that when inflation is factored in, long-term growth rates can be negative. Investors in Mutual Funds and other market based accounts seek market related returns to grow their savings. Unfortunately, this can also expose their savings to loss when the market is in a downturn. Indexed Annuities may be an alternative to help you meet your retirement planning goals.

 

See The Account Comparison Grid Below And Contact Your Referring Professional For More Details
Account Type Indexed Annuity Savings Account CD Mutual Fund
Risk Level Low Risk Low Risk Low Risk Variable
Growth Potential Variable Low Low Variable
Fees No Base Fees No Base Fees No Base Fees Variable
Bonus Contributions Yes No No No
Tax-Deferred Yes No No No
Income Guarantees Yes No No No

Account Type

Risk Level
Indexed Annuity Low Risk
Savings Account Low Risk
CD Low Risk
Mutual Fund Variable
GROWTH POTENTIAL
Equity Indexed Annuity Variable
Savings Account Low
CD Low
Mutual Fund Variable
Fees
Equity Indexed Annuity No Base Fees
Savings Account No Base Fees
CD No Base Fees
Mutual Fund Variable
MULTI-YEAR MATCHING BONUSES
Equity Indexed Annuity Yes
Savings Account No
CD No
Mutual Fund No
TAX-DEFERRED
Equity Indexed Annuity Yes
Savings Account No
CD No
Mutual Fund No
INCOME GUARANTEES
Equity Indexed Annuity Yes
Savings Account No
CD No
Mutual Fund No