Stewart Financial Services
Annuities/Rollovers
Protect the money in your TSP, IRA, SEP, 401k or 403b from investment losses.
In this video, you will learn:
- Why and when you should consider an IRA rollover
- How to avoid taxation or penalties on a rollover
- How you can protect your IRA money from investment losses
- How to convert your IRA into a guaranteed lifetime income (like a pension plan)
- The benefits of transferring 401k or 403b assets into IRA assets
When preparing for retirement, it is important to consider all the available options to ensure a secure financial future. Two financial instruments to consider are annuities and rollovers. Annuities offer you a unique insurance product that can be customized to meet your specific needs. They provide a guaranteed payout often for the rest of your lifetime, giving you peace of mind knowing that you’ll have a constant stream of income for your retirement years.
Rollovers allow you to move retirement funds from one account to another without incurring any penalties or taxes. This can be particularly helpful if you’re changing jobs or retiring and want to consolidate your retirement savings into one account. By exploring all your options and consulting with a financial advisor, you can make informed decisions about which instruments are right for you and your financial objectives.
How Can We Help?
