Stewart Financial Services

Annuities/Rollovers

Protect the money in your TSP, IRA, SEP, 401k or 403b from investment losses.

If your retirement savings account (IRA, 410k or 403b) is currently invested in mutual funds, and you are at all concerned with the potential for market losses, watch this short video to learn how you can protect the retirement money from any investment losses.

In this video, you will learn:

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.

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