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401(k) Rollovers
Learn the products & situations for which a rollover might be right for you.
What are the situations for a 401(k) Rollover?
Are you close to retirement?
If you are close to retirement, it may be wise to secure at least a portion of your money into a account that acts as a volatility buffer. In other words, ensure that a market downturn does not ruin your retirement plans and that you can retire on time.
Changed jobs recently?
If you have changed jobs recently, consider rolling your old retirement account into an account that you have complete control over and that has downside protection. We can also help you consolidate multiple retirement accounts into one account.
Are you tired of losing money?
Do you seem to always have bad luck in the market? Instead of leaving your hard-earned money to risk, it may be wise to move your money into an account that has downside protection. In other words, in these accounts, you cannot lose even if the market loses.
FIAs that we recommend come with the following features:
Loss Protection
FIAs have downside protection, which means your money is protected from market downturns. In other words, you cannot lose even if the market loses.
Marketlike Gains
FIAs participate in market gains. So, if the market increases, so does you account. FIAs allow you to eliminate market risk while still participating in the gains of the market.
Income for Life
FIAs can also guarantee lifetime income in retirement. This ensures that you'll always receive an income from this annuity, even if you live to 120 years old!
Learn More About 401(k) Rollovers Here:
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