Why would anyone make a tax-deferred rollover investment, such as an annuity, part of an already tax-deferred retirement account? In fact, there are plenty of reasons for doing this that you may not be aware of. Investing in annuity IRA rollover is actually a fairly common investment strategy to rollover IRA, and you’ll find that a large portion of existing annuity assets are held in IRAs and other qualified accounts. Let’s look at why this is the case. (more…)
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 popular way to invest for retirement. One form of IRA is an annuity IRA, which provides the tax deferred benefits of an IRA along with the regular, periodic payments of an annuity.
If you have funds in an IRA, you can roll them over into an annuity IRA, with a few exceptions. Most people perform IRA rollovers when they change jobs, so that’s a good time to review your options with a financial adviser and make a choice that’s in line with your retirement investment goals. (more…)
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. (more…)