Invest for Retirement with an Annuity IRA Rollover

Many years ago, when people stayed with one company for the entire life of their careers, their primary form of retirement savings was investing a few minutes in looking at their pension plan statements.  These days, retirement investing is a whole new ballgame, and IRAs – in one form or another – are the most [...]

Setting up an Annuity IRA Rollover

Setting up an annuity IRA rollover is a fairly simple process with a few well-defined steps. If you’re setting up an annuity IRA rollover account, we’ll assume that you’ve already reviewed your financial plans and goals with your financial planner, adviser or tax accountant, and have determined that an annuity IRA is the right type [...]

How to Set Up a Variable Annuity IRA Rollover

Recently, the variable IRA annuity rollover has become an extremely popular retirement planning pathway for many people.  However, it’s very important for you to have a strong understanding of the key features, benefits and advantages of an IRA annuity rollover before you buy a variable annuity.

When Should You Perform an Annuity IRA Rollover?

If you’re looking for retirement investment options that offer tax-deferred growth and guaranteed income, you’ll find that there are many advantages to performing an IRA annuity rollover.  Making this important financial decision has the ability to ensure that your retirement savings grow untouched over time and offer income when you need it most later in [...]

Annuity IRA Rollover

Upon retirement or changing jobs, a roll over of the balance from your employer sponsored plan (such as your 401k plan), can be made to a variety of acceptable plans, including to an IRA, an IRA annuity, another qualified plan, a 403(a) annuity plan, a 403(b) annuity contract, or certain governmental 457 plans.